Advisors

Advantages of using Manasan Law Group over other Law Firms

1. Process designed to avoid estate plans that don’t work

1. Preparation
2. Maintenance
3. Legacy

2. Education about how estate plans should work

3. Free analysis of the client’s individual situation

1. Review financial situation
2. Review current plan to determine weaknesses
3. Provide specific recommendations

4. Team-based planning

5. Fixed fees not hourly billing

6. Funding capability

7. Annual updating program

8. Reduced settlement costs

9. Asset Detail Report showing a client where assets are and how they are titled

10. Asset protection from creditors, lawsuits, and divorcing spouses

11. Education of the next generation, beneficiaries and trustees

12. Professional discount to the client based on financial advisor relationship

13. “Holistic” Planning

14. Several attorneys that hold advanced degrees in Estate Planning and Tax (LL.M.)

15. Multi-office, multi-attorney firm instead of a “one horse show”

The Financial Advisors Dirty Dozen
Estate Planning Questions to Ask Clients

1. Do you have a Revocable Living Trust to avoid probate and ensure
   disability planning?
2. Have you re-titled your assets into your living trust to avoid probate and
   avoid unintended tax consequences?
3. If married, have you divided your assets into both husband’s and wife’s
   revocable living trusts to ensure maximum use of tax credits?
4. If married and you and your spouse own all assets jointly and have each
   other as beneficiaries on IRA’s and life insurance, are you aware wills will
   not be effective and may cause unintended tax consequences and
   distributions upon the first death?
5. Are you using Tenants by the Entirety and/or Joint Tenants with Rights of
   Survivorship which may cause unintended tax consequences?
6. Have you created new Health Care Powers of Attorney since 2003 with
   required HIPPA language?
7. Have you left assets to your spouse, children or other beneficiaries in such a
   way to protect them from creditors, judgments and divorcing spouses?
8. Do you own insurance in your own name in such a way that will cause
   unintended tax consequences?
9. Have you put personal property into your trust through the use of a Quitclaim Deed to avoid probate?
10. Do you own property in or are you a resident of another state? If so, are you
    aware of the rules on state estate tax and ancillary probate?
11. If you own an IRA or 401(k) and are planning on rolling over to an IRA,
    have you planned on how to control the distributions?
12. If you would you like a review of your current estate plan