Our approach in a nutshell
Meet 1: A personalized, objective, clear discussion about your estate planning options.
And, if y0u decide to move ahead, a second meeting in which we sign the documents. Our process includes:
Joel's note about this approach
"Most mornings, around 6 a.m. I brew a pot of coffee at home and read for a predetermined 45 minutes. In the winter, I read next to the living room fire. In the summer, I read outside.
My reading focuses on the law involving wills, trusts, or post death administration of these estate planning approaches. Or, how to write more clearly using a 'plain English' approach.
When I finish reading, I bookmark and go to the office. It's a rare day that I do not learn something I did not know before, and that can be useful.
Like a farmer, I get up early - so others don't have to.
But I love the morning and the quiet. And learning on a daily basis. So, come talk about your own estate planning. You will not be disappointed."
Updated: October 17, 2019