Estate Planning: What to Think About Before Meeting Your Lawyer

In my estate planning practice, it is not uncommon to meet with a new client who wants an estate plan prepared, but is a bit vague as to what should be included in that plan. Quite frequently, the initial conversation begins with the client saying something like, “I would like a will… or should I have a trust? Do I need anything else?” Actually, those are good questions to begin a discussion.