Ray Hrdlicka – Host – Attorneys.Media What type of documents do you want somebody to bring to you in their first meeting? Andrew Dósa – Estate Planning Attorney – Tacoma WA and Oakland, CA Sure. The thing that I will do is send out an estate planning questionnaire. And it will ask those three basic […]
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Ray Hrdlicka – Host – Attorneys.Media Who does, and then who doesn’t, need estate planning? Andrew Dósa – Estate Planning Attorney – Tacoma WA and Oakland, CA Right. Well, the answer is probably everybody needs something, because we all have something. And if we have family and friends, or if we have children, we want
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Ray Hrdlicka – Host – Attorneys.Media Okay, well let’s talk about funding the trust. What does that mean? Andrew Dósa – Estate Planning Attorney – Tacoma WA and Oakland, CA All right, the point of a trust is to have all your assets there and not outside the trust. So, funding the trust simply means
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Ray Hrdlicka – Host – Attorneys.Media Well, you’ve mentioned probate two or three times now. So that word has a kind of a negative connotation in the general public. And then you mentioned about the State making the decisions for you. So tell us a little bit about why that’s a really bad thing. Okay.
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Ray Hrdlicka – Host – Attorneys.Media What makes you different than the guy next door in terms of estate planning? You know, why should somebody, when they’re talking to those three to five different estate planning attorneys that they want to talk to, why should they choose you? Andrew Dósa – Estate Planning Attorney –
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Ray Hrdlicka – Host – Attorneys.Media You mentioned several times: who does somebody choose to perform these duties? Now, we’re obviously talking about people at a later stage of life. Let’s say that there’s a couple, right? They’re not a single individual; they’re a couple. So, can both spouses be represented by you, by an
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Ray Hrdlicka – Host – Attorneys.Media Hi, I’m Ray Hrdlicka, your host with Attorneys.Media. Today, we’re sitting with Andrew Dósa, an estate planning attorney in Tacoma, Washington (Pierce County), and Alameda County, California. Today we’re going to talk about estate planning. So let’s get right into it. I want to say thank you very much,
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Ray Hrdlicka – Host – Attorneys.Media We’re talking about somebody who is in charge of the money until that, and you said, who has discretion to be able to make some disbursements. If the parents are gone, in your experience and in your education, who are the best people to do that? Andrew Dósa –
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Ray Hrdlicka – Host – Attorneys.Media We’ve talked about taxable issues here. Do people need a tax attorney involved with their estate planning, or is that kind of inclusive? Andrew Dósa – Estate Planning Attorney – Tacoma WA and Oakland, CA Well, the answer is most people don’t need a tax attorney. But if there
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Attorneys.Media is an online video legal resource for you to see and hear an attorney answer questions about your legal issue. Need a DUI Defense Attorney in Oakland or Alameda County? Watch expert DUI Defense Attorney Andrew Dósa answer questions you may be asking…
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