Estate planning is a form of stewardship through which your family’s values are expressed by mature and principled decision making. Good estate planning depends upon effective communication and accurate information. Here is a client information package that you can download and complete to help you begin your planning. By completing this package you assist us in understanding your family’s financial accomplishments as well as personal and financial goals.
This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting, or specific advice to your situation.