Contact us to set up an appointment. We have our initial meeting, which is a learning session for us, as well as you.
During this initial step, we learn about you and your beneficiaries. We discover how you want to provide for them should you become disabled, or if you are no longer around to care for your loved ones. You are the expert when it comes to you and your family. We want to know as much as possible about you in order to design a plan that meets your needs during your lifetime and the needs of your beneficiaries whether young or old.
We also acquaint you with the basic “planning tools” that are available to you which we recommend, such as Wills, Trusts, Advance Directives, Revocable Living Trusts, and Power of Attorney documents.