[Noporscheform]

I am not an attorney, nor did I sleep at a holiday inn last night, but a few years ago I ran into estate planning/gift tax issues that affected a client with a non citizen spouse. Not sure if that affects your situation.

I advise all clients to meet with an estate planning attorney immediately after we complete financial planning. This is to ensure the client has reviewed all options - living trust, wills, revocable trust etc. I also have the attorney provide specific advice concerning style of accounts (transfer on death, rights of survivorship etc.), beneficiary designations etc.

I have met some attorneys that are very good at providing explanations of the options for clients, work well with them etc. I have also been with some attorneys who were above having to describe options to the client, they know best. I urge the client to fire the second type of attorney.