Daily Archives: March 11, 2011

6 things you might like to have on your first Estate Planning visit — but don’t have to have

You don’t need to have anything prepared before your first visit with us

Our first meeting with you will be to get to know you and your needs. We’ll discuss the things and issues that are most important to you and will be at the heart of your estate plan: your family, your assets, and your goals. You know your life. There’s no need to prepare for this meeting.


if you are a person who feels more comfortable preparing for a task on your own, you can consider these preparation steps.

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