MARK THUSH: This is Attorney Mark Thush where we ask attorneys and doctors from around the county legal and medical questions that can help you.
Hi everyone today’s guest is Eve Bouchard an attorney practicing in Winter Park, Florida.
How you doing today?
EVE BOUCHARD: Wonderful Mark – Thank you for inviting me!
MARK THUSH: Hey listen – Thank you for being on our show. Today’s question is from Frank in Melbourne and he asks, “Do you recommend using on-line forms to create an estate plan?”
Let me ask you Eve, Can on-line forms meet the needs and the needs of my loved ones?
EVE BOUCHARD: Not all trusts are alike some trusts have greater protections based on the language used. A cookie cutter form might not meet the unique needs, desires or goals that you and your loved ones have.
MARK THUSH: Ok well what could possibly go wrong with an on-line form?
• The form may not be legally valid.
• A Trust may not be properly funded.
• The form could be missing essential tag-a-long documents.
• Negative tax consequences could occur.
• And the form might not offer all the protections and options available to you.
MARK THUSH: Thank you Eve Bouchard from Winter Park, Florida. Thank you Mark!
I hope you’ve enjoyed our show today.
Remember – I’m a personal injury attorney – so if you or someone you know needs my help give me a call – I’m glad to help.
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I’ll see you soon!