You need to discuss mediation options with your lawyer. The sooner you do, the better. If your lawyer has already discussed mediation with you, then you will find this information helpful to avoid failure and cut legal expenses. If you … Continue reading

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  You may not think of lawyers, except perhaps in a negative way, until you need one.  Then you have no clue what lawyers do or what to expect. You are not sure of your role as client, or what … Continue reading

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You can use mediation to save thousands of dollars in legal fees. Many clients do not understand how mediation can settle their legal disputes. That explains why I have started a new series on mediation. Mediation can mean the difference … Continue reading

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By meeting privately, Alex’s lawyer can also investigate if there has been any financial, emotional or physical abuse of the father. Alex may be reluctant to discuss such matters with a relative in the room. For the elderly, a visit … Continue reading

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Lawyers have a duty to assess Jeremy’s father’s competency to make a will.  This is a legal and ethical responsibility that lawyers have, especially in dealing with the elderly. Lawyers must be prepared to testify in court, if necessary, to … Continue reading

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Most lawyers will explain to Alex, Jeremy’s father, why his son must wait in reception. Alex’s lawyer must meet with Alex alone so all information remains confidential. Alex must be free to ask questions about his intentions and options without … Continue reading

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“It’s important.” Jeremy said to his boss. “I need to take the afternoon off to take my 83-year-old father to see a lawyer to make his will.” When you take a person to a lawyer’s office, you need to understand … Continue reading

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I just finished drafting a new report called, Protect Your Family Today – Your Easy Estate Planning Recipe. It is an easy estate planning guide. In it, I explain how and why you are responsible for protecting your family. I’ve … Continue reading

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Albert was the executor of his uncle’s small estate. He paid the beneficiaries what he roughly calculated they should receive. But he did not hold back enough to pay all the estate debts. Now he was in trouble and looking … Continue reading

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Learn how it works this-coming Sunday. Tune in to Zoomer Radio AM740 on Sunday, April 10, 2011, 9 a.m. – 10 a.m. EST and join me, on Right on the Money with host, Wayne Baxter, CFP, of Investment Planning Counsel. … Continue reading

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