Estate and Wealth Planning
Estate Planning Session | In-Person
We reserve 2 hours for your Estate Planning Session. During your Planning Session, we will discuss your desires, goals and concerns for your family and your wealth, updates and revisions to any existing estate plan, tax avoidance strategies, guardianship planning, medical decisions, and various estate planning options and their fees and costs. It is an $850+ investment of attorney time and expertise.
Your fee is $425 and will be credited towards any Estate Plan prepared by our office.
Virtual Estate Planning Session | via Phone or Online Meeting
We reserve 2 hours for your virtual Estate Planning Session. It is an $850+ investment of attorney time and expertise.
Virtual Estate Planning Sessions are complimentary.
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