Estate planning often involves the coordinated efforts of an estate planning team consisting of your attorney, accountant, and financial services professional. However, whether establishing a new estate plan or revising an existing one, only you can provide the guidance, direction, and information needed to develop an effective plan. Most estate planning teams begin by requesting that you complete a questionnaire and asset inventory. It is important to provide your team with comprehensive information, so they can help you achieve your goals. Learn more
