GETTING STARTED

Getting off to the right start is extremely important. As a result, we have prepared various questionnaires and forms to help you plan your estate. We hope you will visit with us to discuss your estate. If you don't, you will still find this site helpful in organizing facts about your estate, as well as thinking about the disposition of your estate. Please contact us if you have any questions.

The questionnaire is extremely detailed and will help you to organize your assets. After completing the worksheet, many clients have avoided making unintended dispositions would have taken place if they had not completed the questionnaire, such as leaving more property to one child due to the rules of joint-tenancy.

Why Plan your Estate ?  First Step to Getting Started

Getting Started Questionnaire  The Questionnaire is very detailed and will help you gather information to get started.

Estate Planning Checklist - Once you have completed the Questionnaire above, the Estate Planning Checklist will help your financial planner to customize an estate plan according to your wishes.

• Visit our Acclaimed Estate Planning Education Page
• Intestacy - who will receive your property if you do not have a will
• Free Estate Tax Analysis
• Estate Tax Calculator - how much tax will your estate pay?
• How to Get Started
• Health Care Proxy
• Estate glossary