An important part of successful estate, special needs and elder law planning is starting with accurate information to help you set goals.

My office offers consultations in office and using Zoom video conferencing.

It is helpful to prepare for the consultation with the following information and to give it before the video consultation, by mail, email or fax, or to bring with you to the meeting. Do not include account numbers or SSN.

  • Real Estate Deed and Tax Bill for all Real Estate

  • Retirement Accounts including IRAs, 401k, Pensions

  • Savings Bonds

  • Social Security, Pension and other Income

  • Bank Statements or list of Bank Accounts, Money Market Accounts and Certificates of Deposits

  • Mutual Fund, Brokerage and Bond Accounts, Stock Certificates

  • List of Life Insurance Policies including Death Benefits and Cash Surrender Values

  • Names, Addresses and Telephone Numbers of your Family Members