At Hymen & Blair, we care about you and your family. We use our talents and expertise to help protect the things that matter most to you. We are passionate about what we do, and welcome the opportunity to meet with you to discuss your finances, your goals, and any concerns that you might have.
We have experience in drafting estate plans of all sizes.
What do you need? Simple will? Probate matters? Power of Attorney? Health Care documents? We help to guide you and your family to the strategy that makes most sense for your situation. We want to help maximize your tax savings and eliminate the need ( and expense) for probate.
Figuring out the right estate plan for you and your family will typically be a two appointment process. In the first appointment we will accomplish the following:
- Explain to you the different types of estate planning documents and what each of them does;
- Review the cost of the different options with you;
- Have you select which option, if any, you want to move forward with;
- Collect all the information we need from you in order to prepare the documents. This includes who you want to select as beneficiary, trustees, executors and other important information. Most people find it helpful to think about this information and discuss it with their family prior to meeting with us.
The first appointment typically takes about 1 hour.
The second appointment is reviewing the documents we have prepared and signing them. The second appointment is usually much shorter; taking around 30 minutes.