FAQs
- What types of customers have you worked with?
A lot depends on relationships among the family members, and in many instances that is the deciding factor. Everyone needs at least a simple Will packet (including Health Care Proxy and Power of Attorney) regardless of what assets they believe they have to protect.
- What advice would you give a customer looking to hire a provider in your area of work?
It is never too early to start planning your estate affairs. But it is sometimes too late to do anything, or some opportunities are lost, if you do it at the last minute.
- What questions should customers think through before talking to professionals about their project?
Estate planning is about protecting the legacy, both in financial and human sense. If you ever asked yourself how you would like to be remembered when you are no longer around, you have to speak to a legal professional.