You should bring any Estate Planning documents that you currently have, a list of your assets, the names of your beneficiaries, and the people who you trust to make decisions on your behalf. We will also need the addresses and phone numbers for your decision-makers. If you decide to proceed, you will need to provide a retainer typically one-half of the total cost of the work. Payment can be made in the form of cash, check, MasterCard, or Visa.
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Michael L. Cahill is an attorney and certified public accountant providing estate planning, probate and tax services in the St. Petersburg, Seminole, Largo, Clearwater and Florida gulf beach communities.