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?
- Do I know how my assets are titled?
- 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?
- Are there family issues that could present problems when I pass?
During your Virtual Meeting we will listen to your thoughts, goals, and 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.