What Should I Do Now? What Are My Next Steps?

  • Consider an appointment for a no-cost consultation
  • Complete an estate planning questionnaire
  • Relax and understand there is nothing to fear
  • Bring your current estate planning documents for a complete review
  • Consider whether you have an advisory team which includes your financial advisor and CPA
  • Prepare any questions or concerns you may have for discussion
  • Take the time to think - decide what is important to you and what your goals are

Contact the special needs planning attorneys at Elville and Associates to set up your consultation today!