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Personal Legal Conferences

Legal advice is given only in personal conferences which are strictly confidential. We ask that all clients, before the first meeting, fill out a questionnaire to help review and organize their thoughts and information and so that we may better evaluate their needs.

In addition to the questionnaire, new clients should also bring copies of all planning documents they may now have.

• Powers of Attorney

• Wills

• Trusts

• Health Care Advance Directives