Initial Contact

In the course of our initial conversation we will seek sufficient information about your overall situation to suggest a prudent range of actions. Once we determine the scope of your project, we will provide an estimate of costs and expenses according to the chosen course of action.

Discussion Points and Questions We Often Address:

 

  • What is a living will? What is a health care proxy? Are they the same thing?

  • Do I need a revocable trust if I have a will?

  • Can you represent a husband and wife without facing a conflict of interest?

  • What do you think of a bank acting as personal representative of my will or trustee of my trust?

  • With the U. S. estate tax exemption levels at all-time highs, why do I need a trust?

  • Should I own my property in joint name? Should I adopt a 529 Plan? (What is a 529 Plan?)

  • Should we move our legal residence to Florida?