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We will be in touch with you via email shortly. In the meantime, we’d like to recommend you review our Frequently Asked Questions to get ready for your appointment. Also, we encourage you to read more informative articles on our blog to get you started.
A: We will spend this first meeting getting to know you and your situation. We want to make sure that we thoroughly understand your goals and concerns. At this meeting, we will offer options and solutions for you to consider. At the end of this meeting you will have a clearer picture of your options and can decide to engage our services. It is not necessary to bring all your existing documents with you at this meeting, but you are certainly welcome to bring documents you want to discuss specifically.
A: The time in which it takes to create an estate plan is dependent on developing the plan. Our firm provides you with the information, consultation, and guidance to put together a plan that meets your wishes, solves your challenges, and helps you reach your goals. Sometimes the plan is clear and can be executed quickly. Other times careful contemplation is needed to address certain questions. Either way, we are here as your trusted advisor.
Recent Estate Planning Articles
A QIT is a special type of trust for seniors in need of long-term care whose income exceeds Medicaid caps. A trust allows a third party (trustee) to hold assets on behalf of a beneficiary.
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