1. Will you assign power of attorney and/or durable power of attorney?
2. Advise the Sampsons about how they can plan their estate to achieve their financial goals.
3. What important consideration are the Sampsons overlooking in their estate planning goals?
4. Dave recently met with an estate planner who offered to create an elaborate estate plan without asking Dave specific questions. What should Dave have done prior to meeting with the estate planner?