Conducting an Asset Protection Audit: Understand the Considerations and Questions to Ask at All Stages of the Estate Planning Process

It is critical to know what assets our clients have at all stages of the estate planning process. At the beginning, are we talking about and designing the right plan (tax considerations, creditor protection, or MassHealth eligibility)? At the end of the engagement, how do we help our client align their assets to make the estate plans effective? After the engagement is over, how do we help our clients keep the plans alive and viable with the possible addition of new assets or changes in circumstances?