Even with the higher federal estate tax exclusions, estate planning is still an important aspect of one’s overall financial plan. To neglect it, could place your wishes in jeopardy. I do not prepare documents. That is a job for your attorney. I do assist in the preparation to meet with your attorney to help that meeting go as smoothly as possible.
Emotional issues can cause some to be reluctant to begin estate planning. Working together, I can help put you on the path to realizing your estate planning goals and wishes.