Get to know each other. We will inquire about you, your family, your assets, your legacy, and your estate planning goals. We will also tell you about our background and experience.

Go over your options. You can ask general questions and we will explain the various planning tools, discuss ways to protect your assets, legacy and children, review any cryptocurrency holdings, and examine your business succession plan.

Assess tax liability. We will evaluate your estate and gift tax exposure and, if applicable, discuss strategies to reduce tax liability.

Discuss next steps. We will explain to you the next steps to work with us to complete an estate plan to protect yourself during your lifetime and leave your assets and legacy to your family and loved ones.