Estate planning—should you do it yourself?
I like do-it-yourself projects as much as the next person. When it comes to professional services, such as legal work (or medical, dental, automobile, tax preparation and on and on) I go to people who know what they’re doing in these areas. Regina attended one of my public talks and then called me for an appointment to review her existing estate planning documents. When she got to my office, it turned out that she did not want to pay for services to have an attorney prepare her documents. She was convinced that this was all a big do-it-yourself project. She showed me her own handiwork in...
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