By: Don Johnson
What do I need to bring with me to the initial appointment? This is a question that I often hear from clients after scheduling an appointment to discuss their estate plans. Although the answer depends upon each client’s individual circumstances, there are a few pieces of information that everyone should have in mind when preparing to put together their estate plan. Knowing what your assets are, how the assets are titled, and whether the assets have a designated beneficiary will be beneficial to you and your attorney when discussing your estate plan. Below are some general comments about each of these items.
