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The advisors of Foster & Motley are on a mission to help individuals, couples, and families achieve the life they envision by providing a tailored and comprehensive wealth management experience. They provide customized tiers of service to help maximize your wealth, no matter where you are on your wealth journey. Join them as they explore actionable steps to improve your financial well-being.
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A Conversation About Working With an Estate Planning Attorney With Jacob Samad

A Conversation About Working With an Estate Planning Attorney With Jacob Samad


Understanding what goes into estate planning, and how to distinguish between the different documents is vital in planning for your future. 

In this episode, David Nienaber sits down with Jake Samad, attorney, and partner at Robbins, Kelly, Patterson, and Tucker.  They discuss some of the common questions that come up about estate planning and the different documents most people need.

Jacob discusses:

  • The importance of estate planning early on to ensure all goals will be met
  • Communication with your estate planning attorney and how changes are made to your documents
  • The healthcare power of attorney and living will, and which takes precedence 
  • The difference between having a plan set in place and not having one
  • How to store your estate planning documents 
  • And more

Resources:

Connect With Jacob Samad:

Connect With Dave Nienaber:

About Our Guest:

Jacob Samad is a partner at Robbins, Kelly, Patterson & Tucker. His practice focuses in the areas of estate planning, probate estate and trust administration, business formation and succession planning, asset protection planning, and charitable giving. Jake works with individuals, families, and closely-held business owners to address personal planning issues, to help with the thoughtful transfer of assets from one generation to the next, and to assist business owners with advice concerning general business matters, which may include planning for the successful transition of the business.