Good questions.
Clear beginnings.

Estate planning documents your wishes and arranges for the management and transfer of assets. It can identify trusted decision-makers, give your family clearer direction, and—depending on your circumstances—help reduce the need for probate.

Begin whenever you have decisions you want documented or people and property you want to plan for. Your plan can change as your family, assets, business, or goals evolve.

Review your plan periodically and after a significant change, such as marriage, divorce, a birth or death, relocation, a business or liquidity event, or a change in applicable law.

If available, bring existing planning documents, a general overview of your family and assets, and the questions or goals you want to discuss. Exact values are not necessary unless requested.

Federal estate and gift tax rules can change. Whether tax may be due depends on the year, estate, prior gifts, elections, and other facts. Consult a tax professional about your individual tax situation.

Fees depend on the scope and complexity of the work. Some matters may use a flat fee; others may be billed hourly. The firm discusses scope and anticipated fees before work begins.