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Reply to "Cost of Estate Planning"
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[quote=Anonymous][quote=Anonymous][quote=Anonymous]I'm an estate planning attorney in a very small firm. I charge $1000 for wills, powers of attorney, and medical directives for a couple - so 6 docs. I charge $2000 if you want to do those 6 docs plus revocable trusts. I agree with the previous posters, though, that in today's estate tax world revocable trusts aren't needed for most people. I actively dissuade my clients from them except for certain circumstances like 2nd marriages, property in multiple states, high net worth, etc[b]. Too many people get revocable trusts then don't retitle assets into them so its a big fat waste of time and money[/b].[/quote] What about accounts at Vanguard and Fidelity ? Should those names be in name of the XXX Revocable Trust dated XXX or can the beneficiary of the taxable Vanguard account be the trust as the Primary?[/quote] Bump - anyone have an answer?[/quote]
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