54 min
The "True Cost" of an Estate Plan The Truth About Estate Planning
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- Investing
In this episode, Tammi and Rick discuss the cost(s) of an estate plan. Typically, clients “shop” advisors refer to an attorney price based on the cost of the documents. In reality, there are THREE costs to any estate plan. They review the pricing from the point of view of all involved, including both direct and indirect impact. Another “24 Hour Thinker” episode that will challenge you to think through the cost issue fully!
Show Notes
Attorneys fees in estate planning - 0:46 Talking about the final price - 8:48 Losing money to be a good attorney - 11:43 Three costs on an estate plan - 12:21 The three-step strategy - 17:21 The easiest clients to attract - 18:07 What is an education program? - 24:30 The practice of an attorney - 29:04 Advisors that like to work with attorneys - 32:40 Everybody moves forward - 40:49 A national network member - 46:06 The truth about estate planning is so fascinating - 48:00 The importance of the education process - 50:50
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In this episode, Tammi and Rick discuss the cost(s) of an estate plan. Typically, clients “shop” advisors refer to an attorney price based on the cost of the documents. In reality, there are THREE costs to any estate plan. They review the pricing from the point of view of all involved, including both direct and indirect impact. Another “24 Hour Thinker” episode that will challenge you to think through the cost issue fully!
Show Notes
Attorneys fees in estate planning - 0:46 Talking about the final price - 8:48 Losing money to be a good attorney - 11:43 Three costs on an estate plan - 12:21 The three-step strategy - 17:21 The easiest clients to attract - 18:07 What is an education program? - 24:30 The practice of an attorney - 29:04 Advisors that like to work with attorneys - 32:40 Everybody moves forward - 40:49 A national network member - 46:06 The truth about estate planning is so fascinating - 48:00 The importance of the education process - 50:50
Review, Subscribe and Share
If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
Subscribe with Apple Podcasts Follow on Spotify Subscribe with Stitcher Subscribe with RSS
54 min