{"id":5560,"date":"2022-10-20T12:15:00","date_gmt":"2022-10-20T16:15:00","guid":{"rendered":"https:\/\/actec.matrixdev.net\/?post_type=video&p=5560"},"modified":"2023-11-13T08:40:59","modified_gmt":"2023-11-13T13:40:59","slug":"preparing-for-your-initial-estate-planning-meeting","status":"publish","type":"video","link":"https:\/\/actec.matrixdev.net\/resource-center\/video\/preparing-for-your-initial-estate-planning-meeting\/","title":{"rendered":"Preparing for Your Initial Estate Planning Meeting"},"content":{"rendered":"\n
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Preparing for your initial estate planning meeting is crucial because it lets you clarify your financial goals and objectives, ensuring you make the most informed decisions regarding your assets and beneficiaries. Additionally, being organized and informed in advance can help streamline the meeting, making it more efficient and productive for you and your estate planning attorney.<\/p>\n\n\n\n

ACTEC Fellows Richard R. Gans<\/a> and Richard N. Sherrill<\/a> offer recommendations for preparing for the initial meeting to be efficient with time.<\/p>\n<\/div>\n\n\n\n

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Richard R. Gans<\/figcaption><\/figure>\n<\/div>\n\n\n\n
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Richard N. Sherrill<\/figcaption><\/figure>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

Experts in estate planning explain what information and documents clients must provide to an attorney during the initial meeting to be efficient with 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