Getting Started

My clients say, “These are my assets, this is my family, what makes sense for me?” And I say, “Who are you?” Once I know you, I can begin to answer the question. To what extent I need to know depends on your circumstances.

For most clients, the planning process usually takes three of four meetings. The first meeting is an opportunity for you to get to know me and for me to get to know you, your goals and your objectives and there is no charge for this. At this time you teach me about yourself, in return I’ll teach you about gift and estate taxes, and then we’ll develop the overview of a plan for you. Once I know the scope of your plan I can then quote a fee for its preparation and implementation.

In most instances we find that the revocable living trust should be the primary vehicle for the disposition of your wealth. Through this trust you can express your goals for yourself, your family and friends and your community. It becomes the foundation upon which you can base more advanced strategies for the preservation and transfer of your wealth.

More often than not a new client is overwhelmed with the possibilities and the choices that come with those possibilities. How quickly we proceed is as much a function of how quickly the client can make decisions as it is a function of how quickly I can work; in most cases there is usually a three week delay between the client’s decisions and the signing of the documents that comprise a fundamental plan.

 To schedule an appointment please call my office at (410) 266-1625. My staff can set the meeting date and explain what information will be needed for the initial planning session.

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