Estate Planning Process and Philosophy

If you are new to our firm, please call to schedule an initial meeting with one of us. During our first meeting, we would hope to learn about your family, your goals for the engagement and any particular concerns you may have. It is helpful for us to have as much information about your financial circumstances as possible, including how your assets are titled, the ownership structure of closely-held businesses and whether or not you have existing trusts or a marital agreement. We may recommend that we review any current estate planning documents, including your wills, revocable and irrevocable trusts and any life insurance policies and related agreements. We may also recommend a review of the governing documents for any family entities you have established (limited partnerships and limited liability companies).

We strive to establish trusting and enduring relationships with our clients. While it is not unusual for individuals and families to have a discrete need relating to a one-time transaction, the estate planning and wealth transfer process for the majority of our clients takes place over a number of years or even decades. It is our goal to become one of your family’s intimate advisors so that we can guide you to strategies that are appropriate for your particular family circumstances, level of wealth and tolerance for risk and complexity.

Some of our clients find it helpful to organize financial and family information by completing a form of questionnaire.  Please feel free, but not compelled, to print or download our version of estate planning questionnaire and complete it to the extent you wish.  We will review it with you during our initial meeting.