The process starts with a 2 hour Family Wealth Planning Session where we will compare your options and make decisions to meet your needs. Clients will be asked to complete homework and come prepared to discuss details and learn about estate planning goals. Following the session Clients can expect frequent communication and subsequent meetings to discuss, understand and execute documents. Call to schedule. The cost of this session is $750.00.
Clients may request a 30 minute free consultation to discuss specific services such as Medicaid or Long Term Care planning, Guardianships, insurance or facility disputes, financial abuse or other related matters. Pricing may be flat fee or hourly. A retainer will be required at 50% of the estimated total costs to reach the established goal.
The process starts with a 2 hour Business planning session during which we will discuss choice of entity, operating agreements, contracting, compliance, licensing, business plans, succession planning, and financing. Clients will be asked to complete homework to prepare for this hands on working session. The cost of the session is $750.