FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
After understanding the complete scope of work I try to offer transparent, flat fees so there are no surprises in costs along the way.
- What is your typical process for working with a new customer?
1.) Understand the client’s planning objectives and goals. 2.) Develop a plan design to meet client’s objectives and goals 3.) Draft the legal planning documents 4.) Sign the planning documents
- What education and/or training do you have that relates to your work?
I have a masters in taxation law with an emphasis on estate / gift tax planning