Frequently Asked Questions

FAQsAs you're surfing around our web site, we know that you have many questions swirling in your head.

Matters related to planning for the future can be complicated! Especially if this is the first time you've had to dig into it.

We understand it's not easy. That's why we've compiled this list of the most common questions we hear from our clients.

We hope you will find your answers here:

Taxes and Gifts Medicaid & Medicare Estate Planning Documents Special Needs

Have other questions? Sign up here for our newsletter or read our blog. Tons of useful information!

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“All dealings have been excellent. Very professional organization. Great explanations of our options related to preparing a will. Clear, concise, great guidance and not trying to "sell us" on something we do not need. Administrative folks were super. All of our related paperwork was clearly tagged with what we needed to provide/sign/read /etc. Made things easy. Nice work.” L.G., Berlin, CT
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