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Protecting Our Family:

What To Expect At Your Estate Plan Appointment


At your appointment, we will discuss:

  • Who you would like to appoint to handle your Financial and Health Care matters if you become unable to do so.

  • The actions needed to protect yourselves and your children and grandchildren.

  • How you would like your Assets distributed upon your death.

  • How to address your life insurance ownership, needs and use.

  • The actions needed to reduce Estate Taxes and to avoid Probate Court.

  • Special issues on your mind.

  • The protections needed to achieve this.


Download Estate Plan Appointment Booklet
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