Our process means that your estate and business planning is more than a stack of papers. Quality planning involves knowing your estate planning goals, aspirations and desires, your family, your loved ones, your property and strategically mapping out when and how it will all be integrated.
To find out if you should schedule a complimentary initial consultation, ask yourself the questions here.
- Personal Information Form
To start, we ask that our Clients complete a Personal Information Form for use in our planning. .
Title of your assets is critical. We will need a list of your current assets, account numbers and how each is titled. We will work with you to ensure the title to all your assets is correct.
- Life Planning Strategies Wheel
This is an overview of the different tools that are available to achieve your estate planning goals.
We at Hamilton & Associates, PLLC look forward to meeting with you and working with you to create an estate plan that will meet your estate planning goals, aspirations and desires. If you have any questions, please feel free to call us.