Splitting Accounts Among Heirs

I’ve had a few different estate attorneys. Two were really good, one was more interested in getting into politics and one was a large firm. I assumed years ago that the large firm had done this tons of times and would be a safe choice.

Well, naive me, it turned out they did this trust for me but ended up putting themselves into positions where they could charge the estate a bunch of fees post death. When I had another attorney review it when I moved to MD he flagged all that for me and helped to change it.

So be careful. While it may be obvious to read it, when you have zero interest in law, going through a 3 ring binder of papers doesn’t interest you.

Rich

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