This website is the initial attempt of our office to embrace some of the advantages of the internet and, hopefully, make things easier for both you (my clients) and me. Being a "fiftysomething" in age, my development of this website will be more evolutionary rather than cutting edge. I am learning many new things in this medium and I expect it will take some time to take what I am learning and coordinate applications to our mutual advantage.

For example, in the next few months, I hope to have data questionnaires available online which will streamline our meeting time and also allow new clients to know what information to provide. The data questionnaires will be linked to a format developed by a company called Connect2A. Your information can be made accessible to your accountant or financial planner without filling out additional data questionnaires. Further, you will be able to keep your personal information and asset inventories current and up to date. Your heirs will have a central place to locate the necessary information.

There will be a newsletter forthcoming about how changes are occurring in the financial and estate planning fields. It will go over what is developing and how you might be able to benefit from those changes. A number of my clients are already taking advantage of this new program and allowing the financial institution pay for their legal fees.

That is it for now. In the beginning, new postings to the website may occur once a month. Thank you for visiting.

 

DISCLAIMER
This web site is not intended to form an attorney-client relationship and no such relationship will be formed until our office has performed a conflicts check and have agreed to the representation in written form. No confidential information should be provided until our office agrees to represent you as a client.