We understand that our clients often may consult with an entire team of professionals during estate and retirement planning.
We believe that this team approach provides our mutual clients with the most comprehensive, realistic, and effective estate plans. Our Norton Shores Medicaid attorney will be able to help you better understand elder law and how it affects your clients’ estate and retirement planning.
We work closely with other professional business advisors, including:
- Certified Financial Planner™ practitioners
- Investment advisors
- Financial consultants
- Insurance professionals
- Certified public accountants
- Tax advisors
Your Initial Consultation
First, we will provide you with a Confidential Estate Planning Workbook and welcome kit. Before you meet with our elder law attorney, fill out the confidential workbook and send it to our office. We understand that your time is important, which is why we want your first meeting with us to be as productive as possible. From the information in your workbook, our estate attorney will be able to provide advice tailored to your clients and profession.
At the consultation, you will be given a fee quote for the services we will be providing, as well as a retainer agreement. You may sign the retainer agreement at the meeting or take it with you for review and signature.
Implementing Legal Counsel
You can reach our estate planning attorney through phone, email, and in-person meetings. We maintain lines of communication so you can always reach our legal team for advice. We are dedicated to creating life-long relationships with our clients.
While you implement our legal counsel, we may ask you to:
- Provide additional documentation
- Clarify goals and information
- Discuss options and tradeoffs
You should never sign documents without understanding its contents and legal ramifications. Our estate attorney will explain each section of the document and take the time to answer any questions you might have.
Creating Life-Long Relationships
Your company has a unique process, as well as different methods for creating life-long relationships with clients. We are more than happy to work within your corporate structure or blend our respective methodologies. Our primary goal has always been to serve the needs of clients, which is why we welcome opportunities to work within team environments.
We are proud to provide estate planning resources to financial professionals. We offer services for Medicaid planning, wills and trusts, estate administration, and more. To schedule your consultation with estate attorney Douglas H. McPhail, call (231) 799-4994.