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Do these three things to prepare for your initial meeting with an Estate Planning Attorney.
1. Take an inventory of you assets and family.
2. Have a discussion and know what your goals are for your estate plan.
3. Write things down - your inventory, your questions, your goals, etc.
When you're ready to meet, get answers to your questions, and learn about your estate planning options...schedule your complimentary Estate Planning Strategy Session with Estate Planning Attorney Don Rolfe.
Father, husband, entrepreneur, and owner of a trivia filled brain. I help families and individuals plan for the unexpected and end of life. Schedule a Complimentary Strategy Session to chat with me, get answers to your questions, and find out about your Estate Plan options.
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