An important part of successful estate, special needs and elder law planning is starting with accurate information to help you set goals.
As a result of Covid-19, my office offers consultations using video conferencing such as Zoom, Google Duo and FaceTime. You may also request an in-office consultation.
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