Friday, March 20th, Attorney, Steven Berger talks about our initial consultations.
Why does our office charge for all initial changes? The most efficient way to use both our attorney’s time and our prospective client’s time is by charging for these appointments and then providing valuable guidance and legal advice.
Our attorney’s are board certified in probate, estate planning and with our attorney, Paula, in elder care.
It’s important with planning to review all your options once understanding the big picture with your family, assets and retirement goals.
We do a lot of teaching at the first meeting. What a trust is, what kind of taxes are due upon death, what type of funding is necessary.
Everyone we meet has an individualized situation that we need to assess.
We have trained staff that are very detail oriented and devoted to our staff.
Submit your question
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.