We’ve designed our estate planning process to achieve this goal by:
- obtaining all relevant information from each client;
- providing each client with the information (s)he needs to make informed decisions about the key aspects of his/her estate plan;
- working with each client to identify his/her unique estate planning goals;
- designing and drafting a comprehensive and coordinated set of estate planning documents that can achieve those goals; and
- helping clients keep their estate planning documents up to date.
More to come….