Our estate planning clients come from a variety of personal and professional backgrounds. Some clients are retired; others are just starting out in accumulating assets. Regardless of one’s professional backgrounds or financial net worth, we can assist our clients in implementing the legal planning necessary to achieve his or her estate planning objectives.
At the end of an estate planning engagement with our firm, our clients receive a binder with all the legal documents that were created through the estate planning process, As important as these documents are from a legal perspective, perhaps the single largest benefit to our clients is the peace of mind that comes from knowing that one’s legal affairs are in order. Following the end of this initial engagement with our firm, we look forward to the opportunity to work with our client and their family members again in the future, as their family, financial, and planning objectives change.