My approach to estate planning is somewhat different from other law firms.
The biggest difference is that I come to your home where you are comfortable and where all of your documents and information is located.
When we sit down for the first time, we will review together your previously completed Estate Planning Questionnaire. The answers to the Estate Planning Questionnaire will create an outline of your family and financial situation, your assets, and what you consider most important to protect in your estate plan.
Together, we will clarify your concerns and goals and talk about what you want in your estate plan.
Based upon the results of this first meeting, we will agree upon an appropriate plan that achieves your goals. At that time, I will let you know exactly what the plan will cost.
All work is based upon a fixed fee basis and there will not be any surprise costs.
DISCLAIMER
The content on this website is for informational purposes only. It is not intended to be, and should not be relied upon as legal advice. Please consult with a qualified attorney for information as to your particular situation.
PRIVACY PROTECTION POLICY
In compliance with Public Act 08-167 of the Connecticut General Statutes, we wish to inform you that it is our policy to protect our clients’ privacy: We do not disclose any nonpublic personal information about you to anyone for any purpose that is not specifically permitted by law and any applicable State Ethics rules. We make reasonable efforts to restrict access to nonpublic personal information about you to those employees who need to know that information in order to provide products or services to you. We make reasonable efforts to train those employees to protect the privacy of our clients. We maintain physical, electronic and procedural safeguards that comply with federal and state law to guard your nonpublic personal information. It is the policy of this law firm to protect the confidentiality of Social Security numbers and nonpublic personal information; prohibit the unlawful disclosure of Social Security numbers and nonpublic personal information; and limit access to Social Security numbers and nonpublic personal information.
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