This packet includes an audio CD that discusses the essentials of estate planning, including the opportunities that currently exist in the law to benefit you and those close to you, as well as the problems that exist in many estate plans when done incompletely or not updated on an annual basis.
Also included in the information packet is a Personal Information Organizer, which I have found to be the best way to collect the basic information I need about my clients. This form helps me gather specific facts about financial situations and possible issues facing my clients, and I ask that the Organizer be completed at the time of your initial consultation.
4417 North 40th Street, Suite 300 Phoenix, Arizona 85018
Telephone (602) 424-6161 Facsimile (602) 424-6166