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Tools & Tips.

Please Bring the Following Documents, If Available, to Your Initial Estate Planning Consultation:

  • Copies of  existing estate planning documents (if any), including wills, trusts, powers of attorney, health care directives.

  • Copies of all deeds to real estate owned by you if assessable and/or a list of properties owned

  • Copies of the most recent statements evidencing your ownership of bank accounts, investment accounts, retirement accounts and annuities.

  • Copies of any stock or bond certificates.

  • Business ownership documents if you are a owner of an interest in any Corporation or Limited Liability Company, Partnership or other business venture. 

The following information  may also be necessary:

  • Pre or Post Nuptial Agreements (if applicable).

  • Long-Term Care Insurance policies (if applicable).

  • Divorce Decree and/or Property Settlement Agreement for divorce under which continued obligations (alimony, child support etc.) exist.

  • Last 2 years of personal income tax returns.

  • Last 2 years of any corporate, partnership, gift tax, estate tax, or trust tax returns.

Please Access the Folder Below "Estate Planning Forms" to access an Estate Planning Questionnaire.

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