Questions For Your Professionals - Your Estate Planner
January 22nd, 2008 · Filed Under: Uncategorized
For Your Estate Planner:
1. What is the difference between a will and a living trust?
2. How do I tie my company into my living trust?
3. What do I need to consider if I am in a second marriage?
4. What steps do I take to transfer my assets into my living trust?
5. What does my living trust protect me against?
6. When do I need to update my living trust?
This should get you started in the right direction. Keep these questions in mind, and give some thought as well as to the implications for your own situation as you meet with your professionals.
I have another valuable tool for your arsenal, too.
NCP’s Corporate Coaching and Teleseminar Success Series will give you even more detailed help, providing you access to timely and relevant prerecorded teleseminars with professional in each of these areas. Even if you haven’t yet chosen your professional team, in just a few hours’ time you’ll be up to speed on the important issues, making a wise choice that much easier. You can also use NCP as a sounding board to test out issues and scenarios, and open up avenues and areas of thought you may not have touched on before. (Although we can’t replace your CPA or attorney, our clients have confidently optimized their time together with those professionals, knowing they’ve covered all the bases.)
We’re a great sounding board for your success!
If you are not a current Corporate Coaching and Teleseminar Success Series client, call NCP at 1-888-627-7007 and let us tell you all about this valuable tool for your budding business.








