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

To make our first meeting productive, it is helpful to bring the following with you:

  • 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