At our Estate Planning Visit we hope to come to a deeper understanding of your family dynamics and your unique needs and aspirations. We provide you with our professional evaluation of your current legal documents and the structure of assets in your estate. It is our genuine hope that you will use this visit together as an opportunity for your family to reflect on your personal legacy and the activities, people, and organizations that are most important to you and your family.

We also set aside time to answer any questions you might have regarding the particulars of the law as it relates to your family and estate. Once your questions are answered, we take you step-by-step through the design of your Estate Plan and record every reaction, critique, and idea in order to further tailor your plan.

Based on what we learn during our conversation, we outline our recommendations (to include all fees, deadlines, and responsibilities). The tasks that lie ahead are explained in order to provide an understanding of each step and the approximate time line. Together, we transform complex financial and emotional considerations into a workable and understandable Estate Plan.

This Estate Planning Visit generally lasts 1-2 hours. Our next meeting together will be your Signing Ceremony (usually within 1 to 3 weeks of the Estate Planning Visit).

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    Estate & Asset Protection Planning
  •  
    Estate & Asset Protection Planning