A Thoughtful Approach To Estate Planning
The peace of mind that comes from knowing your loved ones will be secure if you die or become incapacitated can only occur if you truly understand what your estate plan accomplishes. That is not a simple task given the complex nature of today's estate planning tools and the legal jargon that is loaded into estate planning documents.
I make a point of explaining estate planning in terms you will understand. In fact, I build in an extra appointment between drafting your documents and signing them. During this extra meeting, we will review your documents together. I don't want you to sign anything you don't fully understand. Because most of my clients pay on a flat-fee basis, the extra care I put into reviewing your estate plan with you comes at no extra cost.