Episode description
In this episode of Repair the Roof, Attorney Ted Gudorf discusses what to expect at your initial goals and responsibility (G&R) meeting. This is the second step in the process after you have completed and submitted the client organizer.
He unpacks the first conversation you will have with a member of our legal team: what questions you are going to be asked, what questions you should be asking, and what documentation you should bring to the meeting.
At the G&R meeting, you will go over two questions: 1) What are your goals?; 2) Who are you interested in putting in charge of your estate? As the meeting draws to a close, you will then be guided in preparing for the next two steps of this seven-step process: the design meeting and, after that, the delivery meeting.
Key Topics:
- Defining your goals (1:32)
- Income tax planning as a key component of estate planning (5:18)
- Multigenerational planning (7:46)
- Selecting your trustee (9:11)
- Preparing for the design meeting and the delivery meeting (15:23)
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