Your meeting will be casual and a chance to discuss your thoughts
You might want to think about the following before your meeting:
- What am I worried about when I think about being unable to make my own decisions?
- Do I want my property to go to specific people?
- Do I have a list of my assets?
- Who do I trust to make financial and health decisions for me?
- Do I want a judge to help distribute my property or do I want it to be private?
- Am I worried my family will experience tension after I pass?
During your call we will listen to your thoughts, goals, worries and direct you to the best planning options to ease your mind.
We are here to listen and prepare a plan specifically for you.
