In the area of Estate Planning, we can:
-
Help you discover how you want to be remembered.
-
Assist with some of the personal decisions involved in estate planning.
-
Refer you to an attorney when you need one, or work with your attorney if you already have one.
-
Compile data for your estate-planning attorney, and identify and summarize potential estate planning issues for your attorney's consideration.
-
Go with you to the attorney's office and/or work with your attorney on your behalf.
-
Alert you to changes in the law or in your own circumstances that make a visit with your attorney appropriate.
-
Assist with the updating of titles and beneficiary designations as advised by your attorney.
