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