Consultation With Attorney

A consultation is the most important part of every estate plan.  During the consultation, estate planning options will be reviewed and an appropriate estate plan will be selected.  One or more conferences may be required to answer questions and make decisions concerning strategy.  The following topics may be discussed during a consultation:

  • Probate
  • Probate Avoidance
  • Non-Probate Transfers of Property
  • Estate Tax
  • Living Trusts
  • Testamentary Trusts
  • Wills
  • Beneficiary Designations
  • Property Distribution
  • Protecting Minor Children
  • Planning for Incapacity
  • Health Care Directives
  • Powers of Attorney
  • Long Term Care
  • Asset Protection
  • Business Planning