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Preparing for Your Initial Estate Planning Meeting

November 8, 2022
by Merline & Meacham, PA
Resources

As you get ready to meet with an estate planning lawyer, what details, documents and information do you need to gather to prepare for an efficient kickoff meeting? In Preparing for Your Initial Estate Planning Meeting ACTEC Fellows Richard R. Gans and Richard N. Sherrill offer recommendations for preparing for the initial meeting.

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    • Our Firm
    • Practice Areas
      • Business Entities
      • Charitable Planning
      • Employee Benefits/ERISA
      • Estate and Gift Taxes
      • Estate Planning
      • Income Tax Law
      • Mergers and Acquisitions
      • Non-Profit/Tax Exempt
      • Probate/Estate Admin.
      • Tax Controversies
      • Wills and Trusts
    • Attorneys
      • Robert E. August
      • Jonathan R. Colao
      • Phillip J. Martin
      • Keith G. Meacham
      • W. Verne McGough, Jr.
      • Andrew D. Merline
      • David A. Merline, Jr.
      • Marie Monroe
      • J. Aaron Nelson, Jr.
      • Douglas B. O’Neal
      • David M. Thompson
    • Firm News
    • Resources