Scheduling Initial Appointment
After you have returned the questionnaire, your lawyer or your lawyer’s assistant will call to arrange an appointment for you. That appointment, typically lasts about one to two hours, gives us an opportunity to ask any questions raised by your answers on the questionnaire. You will have an opportunity to ask any questions you have about the federal and state tax laws (gift tax, estate tax, generation-skipping transfer tax and fiduciary income tax) or probate, and to discuss the goals you want your estate plan to achieve. We also will suggest any tax-saving ideas that may apply to your circumstances. From our discussion at this meeting, you and we should be able to formulate an appropriate estate plan for you. Occasionally, a second conference is advisable to discuss adequately the choices of fiduciaries and the terms of your documents that may be important components of your estate plan.