Ok, I’m Finally Ready To Get My Estate Planning Affairs In Order. What’s My Next Step?

Call the office to schedule your Family Succession Strategy Session or click here. We allow two hours for that appointment, though we may not need that much time. Once we have you on our calendar, we’ll then email you confirmation of your appointment and attach directions to our office and a link to an Family Succession Planning worksheet we’d like to you complete before we meet. We review this in advance and it saves us tons of time when we get together.