Exchanging Information2016-12-27T00:23:06+05:00

Estate Planning

Exchanging Information

If you inquire directly with our office, you will receive a questionnaire designed to elicit information about your finances and your family. Please return it to us by mail at your convenience. This questionnaire helps us to identify issues that may be relevant to your family situation and to obtain additional insight into concerns that you may have about family members. It also helps us to advise you about tax-saving devices that may be relevant to your financial circumstances.

Anthony Muench
The works of art represented on www.willsandtrusts.com are part of our collection of paintings done by local artists. The collection is on display at our offices at Two Monument Square. For more information about the works and the artists click here…