Bar Bulletin

Bar Bulletin

The Four-Pronged Plan for Any Estate-Planning Client

February 2019 Bar Bulletin

By Hal Prukop

In my 25 years as a licensed attorney and financial professional, I have come to know many different clients, but there are four very specific needs that all these individual clients require, whether they are single, married or divorced. Regardless of where they are living and what they do for a living, they all have the same four very key needs that we, as attorneys, must pay very close attention to, which means working closely with the other key individuals in this quadrangle: the financial advisor, the tax professional and the insurance agent. 

Financial Plan

At the most basic level, every client needs...

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