Are Lawyers Really Trusted Advisors?
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Hi Reader, I’ve always been a big fan of podcasts, and this week, I came across one where the guest said something that got me thinking. They pointed out that lawyers often refer to themselves as “trusted advisors,” but is that really the case if every conversation comes with a fee? When it comes to estate planning, it’s so much more than just transactions. It’s about building a relationship that helps guide your family’s future and ensuring your wishes are fully understood—without worrying about being billed for every minute. So, I’m curious—do you think lawyers are trusted advisors? What would make a lawyer feel like a trusted advisor to you? -Addie |
Addie Prewitt Law
Warren Buffett updated his will at the end of last year—and his biggest tip might surprise you: Let your adult children read your will before you sign it. Whether you have “modest or staggering wealth,” Buffett says it’s a conversation every parent needs to have. Curious about why? Here's an article that breaks it down and links to his letter: Warren Buffett suggests all parents do one thing before they die. What do you think—sound advice? -Addie
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Hey Reader, I took a long summer break from writing my weekly email, but now I feel recharged and ready to get back to it. That's a good thing because I have an important update to share with you! BOI Report Fling Deadline of 12/31/2024 is approaching! Last year, I mentioned that the Corporate Transparency Act would require most companies to file a Beneficial Ownership Information (BOI) report with the Financial Crimes Enforcement Network (FinCEN) in 2024. This filing reports information to...