FAQ Friday: Ideal Clients

On Friday, November 17th, Attorney Steven Berger discusses: Who are the ideal clients for our estate planning services?

Our clients are those that have typically worked hard over the years to accumulate assets and want to leave their kids in a better position.

They are typically married ages 55-70 and that they are willing to pay a little extra to ensure their planning has the level of care needed.

Paula Mattson-Sarli does elder law and estate planning in our firm.

Candice Joy works on our probate cases as well as our married with young children couples.

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Bring your questions about estate planning and administration to our weekly Facebook Live with Mr. Berger on Fridays at 11am EST. Leave your email if you’d like to receive a notification of our response.