• The "True Cost" of an Estate Plan

  • Aug 1 2020
  • Length: 54 mins
  • Podcast

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The "True Cost" of an Estate Plan

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  • Summary

  • 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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