Attorney Collins offers reduced fee of $200.00 for up to 90 minute basic check-ups and/or reviews in topic areas including those listed and others that may be requested. The Scope of these check-ups varies by topic and client circumstance. The purpose is to provide introductory information and an actionable assessment as to whether existing plans are sufficient or should be modified or updated or whether there is a need to initiate planning where none yet exists.
Topic areas include:
- Basic Estate Planning
- Estate Planning Alternatives for more complex or special situations.
- Special Needs/Supplemental Trusts for individuals with present or potential limitations
- Medicaid Planning
- Choice of Entity for Businesses
- Buy/Sell and Business Succession Agreements
- Asset Protection
- Life Care Planning
- Specialized Asset Protection Trusts
- Issues Specific to Women and Planning
- How & When to Use Trusts including revocable living trusts