MDNews - South Central Pennsylvania

Spring 2017

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CURIOSIT Y MAY KILL THE CAT, BUT UNA SKED QUESTIONS ARE MURDER ON AN ESTATE PL AN. PHYSICIAN FAMILY FINANCIAL ADVISORS, based in Eugene, Oregon, urges physicians to get recommendations for an estate- planning attorney from their fi nancial adviser or tax preparer, then ask specifi c questions and probe the attorney's views on a series of subjects. The candidate's answers to questions such as those below will not only provide basic information but also illuminate his or her overall approach. Ask about the value of a revocable living trust, Physician Family Financial Advisors recommends on its website. While answers may vary, a response that doesn't include a discussion of the administrative burden involved in trusts could be a red fl ag. Find out how much estate planning will cost. Ironica lly, although the goal is to secure your fi nances to benefi t family and, perhaps, charities, questions about costs can be uncomfortable. It's better to deal with the discomfort early, however, than to be surprised later. Ask if the attorney has clients who have been sued for malprac- tice. An attorney who has helped a physician make it through a di‚ cult lawsuit probably has a good grasp of how to protect clients' assets. Determine how often the attorney believes you should interact with him or her. "Idea lly, physicians would consult their estate planners every time they take title to property or an account, especially if the doctor's estate plan involves a trust," Physician Family Financial Advisors notes. ■ CURIOSIT Y MAY KILL THE CAT, BUT UNA SKED QUESTIONS Hiring an Estate-Planning Attorney: The Interview BY STEVE BARRETT UNLESS YOU NE VER PL AN TO SEEK EMPLOYMENT OUTSIDE YOUR CURRENT ORGANIZ ATION, A CV THAT SUMMONS TO MIND PREINTERNE T EDITIONS OF ENCYCLOPAEDIA BRITANNICA MAY BE, SHALL WE SAY, SUBOPTIMAL. For a Vital Curriculum Vitae BY STEVE BARRETT ST. LOUISBA SED physician recruitment and sta‚ ng fi rm Kendall & Davis oˆ ers hints for constructing a CV that reduces eye glaze among hiring managers: + And you are ...? It may seem obvious, but your name and all contact information should be front and center. + Cut, cut again. Brevity multitasks as the soul of both wit and an eˆ ective CV. Max out at fi ve pages, but note that you can provide information about research grants, CME, etc., on request. + Categorically speaking ... A section about your medical education shou ld i nclude deta i led i n for mation about internships, residencies and fellowships, as well as actual or anticipated completion dates. An employment section should start with your most recent position and note all titles, admitting facilities and contact information. + Get it right. Inaccurate dates of service or a failure to list all the jobs you've held can doom your chance of employment if (read: when) a hiring o‚ cer double checks. + Rules for references. If you list professional references, provide no more than six and limit them to name, title and contact information. Or just state that they are available on request. ■

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