What Is Your Approach?

Video Transcription:

For estate planning, we like to meet with clients, review their existing documents, if they have documents, review their asset situation, become familiar with their family situation, and then usually, at the initial meeting, we can give them some ideas on how to improve their estate plan, and then they can decide to do those or not do those. Have more questions? Then contact us today to schedule a free consultation! Doane & DoaneTop rated Tax & Estate Planning Attorneys