PEACE OF MIND AND CONTROL
While you are still living, estate planning allows you to ensure that your assets will go to the people you want them to go to. This is why estate planning is so important, no matter how small or large your estate may be. Proper estate planning permits you to save as much as possible on taxes, control costs and attorney fees, and it provides the comfort that your loved ones can mourn your loss without being simultaneously burdened with unnecessary red tape and financial confusion.
Your planning process begins with a no-cost, no-obligation consultation with the attorney of your choice. You will be provided a client questionnaire to complete before the meeting and to bring with you to the meeting. During your consult, your attorney will be able to review the questionnaire with you, review any existing estate planning documents, listen to your concerns and your goals, and educate you on the options that are available to you for your planning. If you have a trusted advisor, such as a financial planner, life underwriter, or accountant, who you would like to have with you during your meeting, you are encouraged to bring them. The first step is to make an initial consultation appointment. To set up an appointment call 206-246-8772 or email firstname.lastname@example.org.