Lauren Klein
speaker
272 appearances
1 recordings
1 series
first heard Jan 2025
last heard Jan 2025
Lauren Klein’s voice in public audio — every appearance, attributed to the second.
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Appearances
Yeah, I'm thinking in your example where, you know, you talked about how your parents had the trust and there really, there was no probate required.
You know, that is really the ideal because probate's expensive.
You know, in Florida, you usually have to hire an attorney.
It's not optional.
Everything becomes public information, your beneficiaries, your assets.
You know, there's a lot that then goes out there into the world.
It can take years for assets to be able to fully be moved over.
And oftentimes it can be very easily avoided.
So I think when it comes to picking and selecting an estate planning attorney, I would always recommend meeting with a few to see who you like, because you're going to be, much like when you're starting to work with a financial advisor, you're really going to be kind of showing them a lot of what's going on behind the scenes, your assets, your family, and you want someone who
who you get along with and who you feel understands you.
And it's really going to take the time to get to know you as well.
You also want to make sure that you're, you're picking an attorney or a firm that focuses on estate planning.
You know, there's so many attorneys are like, I do DUIs and I also do wills and it can get problematic because if you don't focus on an area of law, there might be things that you don't know to ask or things you might miss or
or documents may not be properly done.
And so it's really important to find someone who has experience in that area of law.
And I think also finding a firm or an attorney who has really kind of modernized.
So making sure that, do they have any sort of digital vault where assets can be stored?
Are they really making the process as easy as possible for you?
And asking in that consult,
You know, how do you charge?
Showing 221–240 of 272 · page 12 of 14
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