Our law firm's philosophy has always been to help families preserve their wealth
and achieve their long-term financial goals. We encourage clients to see our
lawyers for estate and financial plan reviews. During these reviews we will:
- Discuss your family situation to ensure that the terms of your estate plan still reflect your wishes and family situation;
- Review the beneficiary designations of your IRAs and retirement plans to be sure you are taking advantage of the recent law changes;
- Review your assets to be sure they are properly titled in your living trust and;
- Analyze the impact of the new tax law changes to see if your estate planning documents need to be updated.
In addition, we will answer any questions you may have regarding
the recent law changes and your estate planning goals. This will be an ideal
opportunity to coordinate your financial planning goals with your estate planning
documents. Please contact us fo a financial
and estate plan review today!
Request a 'No Obligation' Consultation
To request a consultation, please call us at (919) 493-8411 or fill out our online request form and one of our lawyer's assistants will call to schedule a convenient time for you. The fee for this consultation will be at the regular rate of the attorney participating, unless you retain the firm for services at a 'flat or fixed fee', in which case the cost of the initial consultation will be included in the flat fee.
Free Report
To request a copy of our free report on "Estate Planning With Individual Retirement Accounts (IRAs)", or click here to view all available Special Reports.
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