Our attorneys can help you create and implement an estate plan that will meet your needs. When you call our office to review your estate plan, we will send you a questionnaire to complete that will give us a snapshot of your family and financial situation. We will then meet with you to help you complete the questionnaire, if needed, discuss your goals, and advise you on how you can meet those goals.
Clients who contact us often are concerned about retirement planning, end-of-life planning, Medicaid planning, and planning for the care of children and other dependants. We can help to guide you through these important decisions and are happy to work with your financial and other advisors to ensure that your plan is implemented properly.
Estate plans often include wills, durable powers of attorney, and health care proxies. We understand that estate planning requires our clients to make uncomfortable decisions and we help our clients understand why it is important to make these decisions in advance.
We work hard to provide our clients with superior service at a reasonable cost. We typically charge a small upfront fee for our initial consultation and our development and explanation of an estate plan. Our additional fee for implementing the plan will depend on what the plan includes. Our goal is to help our clients design an understandable plan that meets their needs. It is important for individuals making estate planning decisions to have enough information to feel comfortable with their decisions.
If you have any questions about our services, or would like to request an estate planning questionnaire to start the process, feel free to call us. We look forward to hearing from you.