1. How many years of experience does the attorney/tax advisor have in estate planning?
2. Are services billed at a fixed rate or by the hour? If hourly, approximately how many hours are needed to complete the estate plan?
3. What estate plan documents are included in the price estimate?
4. Are asset transfers included in the document preparation?
5. Does the cost include revisions or additions to the estate plan in the future?
6. What tax benefits will I receive if I make a charitable gift?
7. How can I maximize my charitable giving and still benefit my family?