Do Not Forget About an Old 401(k) in Estate Planning
By: Jeffrey Bedell, J.D.
Initial interviews with prospective clients often consist of closed ended questions. “Do you own a home?” “Do you own a business?” “Are you married?” The fact gathering necessary in an initial interview does not always allow the sort of leisurely chat friends would have over coffee. Our clients are busy people and so are we. While crucial to gather the basics in the initial meeting, if no open ended questions are asked then assets important to the client’s situation can be overlooked.
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