POPPY3: Choosing the Right Financial and Legal firm
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Thread: POPPY3: Choosing the Right Financial and Legal firm


    
  1. #1

    POPPY3: Choosing the Right Financial and Legal firm


    Q: I have a question for poppy3 (or anyone else that can answer this) ... I'm trying to follow poppy3's advice on getting setup with some attorneys before the RV ... I'm just having trouble getting a reference from anyone I know ... what would be the best way to "go shopping" for an attorney if you don't have a friend or acquaintance to recommend one to you?

    A: [poppy3] CALL THE LARGER FIRMS IN YOUR AREA AND ASK THEM FOR THEIR SENIOR TRUST ATTY IF THEY HAVE ONE THAT SPECIALIZES IN TRUST. THEN BEFORE SETTING YOUR CONSULT APPOINTMENT ASK FOR REFERENCES AND CALL THE REFERENCES AND ASK QUESTIONS ABOUT SATISFACTION WITH THEIR SERVICE AND HOW PROMP THEY ARE TO RESPOND. ALSO WHEN YOU ASK ABOUT TRUST ATTY ASK IF THEIR FIRM HAS A FINANCIAL STRATEGIST THAT THEY WORK WITH OR RECCOMEND.. NEVER SHARE WHERE YOUR FUNDS ARE COMING FROM TILL YOU HAVE FUNDS IN HAND JUST SHARE THAT YOU ARE ABOUT TO BE PAID ON A INVESTMENT YOU HAVE HAD FOR SOME TIME AND ARE SHOPPING TO PROTECT YOU MONEY AND YOUR FAMILIES FURTURE. YOU CAN SHARE A APPROXIMATE FIGURE AND JUST TELL THEM IN IS UNCLEAR AT THIS TIME BUT GIIVE THEM A RANGE OF WHAT YOU EXPECT TO RECIEVE. (EXAMPLE U HAVE 1 MIL TELL THEM APPROX 3MIL )CALLL AND DO THE SAME WITH MORE THAN ONE FIRM LARGEST FIRST. POPPY3

    Q: thank you for the information ... I was hoping that I could get a reference, but that is not the case ... I want to be prepared for this, but it's been a bit overwhelming to think about ... thanks again

    A: [poppy3] YVW I WISH EVERYONE WAS PREPARING . LIKE YOU SAID IT CAN BE OVERWHELMING AND MANY ARE GOING TO GO IN SHOCK WHEN THIS HITS AND THEY HAVEN'T PREPARED AT ALL. POPPY3

    Q: Is it best to find an attorney in my hometown, or would someone within a reasonable driving distance work as well? I just want to know how far to expand my search.

    A: [poppy3] WELL I HAVE OCCASION ABOUT ONCE EVERY SIX MONTHS TO TALK WITH MY ATTY. i AM SURE IT WILL BE MORE FREQUENT POST RV . IF YOU LIVE IN OR NEAR A LARGE TOWN I WOULD TRY AND STAY AS CLOSE TO HOME AS POSSIBLE BUT KEEP IN MIND YOUR ATTY AND FINANCIAL STRATEGIST WILL NEED TO WORK TOGETHER AT LEAST I WANT MINE TO WORK TOGETHER SO FINDING QUALIFIED PEEPS IN BOTH FIELDS THAT ARE CLOSE IS THE BEST SITUATION HOWEVER IF THAT CAN'T HAPPEN KEEP THE STRATEGIST CLOSEST BECAUSE YOU WILL BE DEALING WITH THEM REGULARLY. HOPE THIS HELPS. POPPY3

    I AM A LITTLE DIFFERENT FROM MANY OF THE YOUNGER GENERATION ... I DON'T DO BUSINESS OVER A STINKING PHONE . I WANT TO LOOK IN THE MANS OR LADIES EYES WHEN WE ARE DISCUSSING MY FAMILIES MONEY AND FUTURE. THIS ISN'T A GAME IT IS FACTS MAKE IT PRIORITY ONE AFTER ALL FOR MOST OF US THIS WILL BE THE ONLY REAL WORK WE WILL BE DOING POST RV. POPPY3

    THE BEST WAY FOR PEEPS TO START AND IS GOING TO BE ASK BY THE STRATEGIST AND THE ATTY, SET DOWN WITH FAMILY OR AT LEAST SPOUSE IF YOU HAVE ONE AND MAKE A LIST OF WHAT MONEY YOU ARE NEEDING TO SPEND IMMEDIATELY AND THEN MAKE SOME DECISIONS ABOUT WHAT YOU WANT TO BE DONE WITH THE MONEY IN THE FUTURE WEATHER YOU ARE LIVING OR NOT . EXAMPLE -- YOU HAVE YOUNG KIDS AND WANT MONEY SET ASSIDE FOR THEIR FUTURE EVEN IF YOU DIED. AT WHAT AGE AND HOW MUCH THEY CAN DRAW AND WHEN AT WHAT AGE OR ANY SPECIFICATIONS YOU WANT TO PLACE ON THE FUNDS. SAY YOU WANT THEM TO GO TO COLLEGE AND THE FUNDS CAN BE PAID DIRECTLY TO THE COLLEGE THEY CHOOSE AND THEN IF THE GRADUATE A LUMP SUM CAN BE PAID TO THEM . ETC ETC ... IF PEOPLE WAIT TILL THE RV AND THEN TRY TO START DOING THIS THEY ARE GOING TO MAKE HASTY DECISIONS AND MAKE MISTAKES. THIS IS JUST ONE SMALL EXAMPLE OF MAKING PLANS FOR THE FAMILY FUTURE. POPPY3

    Q: poppy3, I have no money to do that yet .. have plans and attorneys .. but cant do this yet .. struggling

    A: [poppy3] WHEN PEOPLE START THEY WILL USUALLY WIND UP MAKING MANY CHANGES BEFORE THEY ARE READY TO TAKE THE OUTLINE THEY WANT BUILT INTO THEIR TRUST AND THEY MAKE SEVERAL DRAFTS TO GET IT RIGHT. I WISH ALL ON THIS SITE WOULD GET THE POINT AND GET IT DONE. AND IT DOESNT COST A DIME NOT ONE. POPPY3

    Q: to ask attorneys to start setting me up?

    A: [poppy3] TO HAVE THE ATTY PICKED OUT INTERVIEWED AND PREPARE THE LIST OF WHAT YOU WANT THE TRUST TO DO FOR YOU AND FAMILY. ITS THE DIFFERENCE BETWEEN GETTING TRUST DONE IN A WEEK OR HAVING TO WAIT A COUPLE MONTHS. POPPY3

    IT IS ALSO THE WAY TO DO IT CORRECT AND HAVING THE STEPS OF THE POST RV PROCEEDURE WRITTEN DOWN PHONE NUMBBERS AND ALL OF CONTACTS. EXAMPLE-- ATTYS NUMBER-- MORTGAGE CO. NUMBERS, INSURANCE NMBER, STRATEGIST NUMBER ETC ETC AND THEN PLACE THEM IN THE ORDER YOU NEED THEM . PLANNING TO BE A SUCCESS OR DO NOTHING AND YOU FOR SURE ARE PLANNING TO FAIL AND MAKE MISTAKES WITH YOUR FAMILIES FUTURE... IT IS A CHOICE LIKE GETTING OUT OF BED EVERY DAY AND DESIDING YOUR IN A GREAT MOOD AND ARE GOING TO HAVE A GREAT DAY REGARDLESS OF WHAT IS IN FRONT OF YOU. POPPY3

    I LOVE MY PEOPLE HERE AND HOPE TO MEET ALL SOME DAY OR AT LEAST HERE HOW YOU HAVE MANAGED THE MONEY SUCCESSFULLY IN THE NEXT COUPLE YEARS AND IT IS GROWNING AND YOU ARE BEING GOOD STEWARD OF THE FUNDS AND BLESSING MORE PEOPLE AND HELPING OUTREACH THE KINGDOM OF GOD FIRST AND FOREMOST. POPPY3

    Last edited by Mona Lisa; 02-11-2013 at 02:22 AM.
    If you think today is good, just wait til tomorrow!!



  2. #2
    Junior Member
    Join Date
    Feb 2013
    Location
    Tennessee
    Posts
    2
    I will be moving to Franklin, TN, as soon as I can after the RV. I listened to a conference call where you spoke about your Financial Strategist in Nashville. I wonder if you would mind telling me this man's name and what firm he works for? Or how I can talk to you directly to get this information. Thank You.

  3. #3
    Has BGG change his time line when he think this will be done ??Are we now looking for this to RV after the summer as I seen posted on other blogs or are we still the 45 days deal ?
    Last edited by forextraderthomas; 03-24-2013 at 01:41 PM. Reason: spelling

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