Enter your name as you would expect it to appear on legal documents, along with informal nickname if applicable.  Also include your birth date.

Enter your mailing address and mobile phone number.

IF APPLICABLE, enter your spouse's name as you would expect it to appear on legal documents, along with informal nickname if applicable.  Also include your spouse's birth date and your WEDDING DATE.

IF APPLICABLE, enter your spouse's mobile phone number and email.

Enter the names of all your children - both adult and minor children - including birth dates.  Identify stepchildren if applicable.

Please describe your occupation(s) and the name(s) of your employer.  If retired, please describe your primary occupation(s) prior to retirement.

NFA firearms include suppressors, short barreled rifles, machine guns, etc.

Provide a list of any checking or savings accounts you own that usually have more than $10,000.  Include name of financial institution and the approximate value of each account.

Provide a list of any brokerage accounts you own (non-retirement).  Include name of financial institution and the approximate value of each account.

Provide a list summarizing any retirement accounts or annuities you own (company, type of account, current value, beneficiaries)

Provide a list summarizing any life insurance policies you own (company, type of policy, death benefit, beneficiaries)

Provide a list summarizing any small business ownership interests you own.

Do you anticipate receiving a substantial inheritance within the next year?

The #1 objective of estate planning is to make certain that your dependent children are taken care of in the event of your death. Do we need to review this topic?

The #2 objective of estate planning is to avoid unnecessary costs, delays, and frustrations upon your incapacity or death.  Do we need to review this topic?

The #3 objective of estate planning is to protect inheritance as a precautionary measure against future threats to a beneficiary (lawsuits, divorce, debt collectors) or in response to a clear and present danger related to a beneficiary (spendthrift habits, special needs, susceptibility to undue influence, need to maintain beneficiary's qualification for government health benefits or supplemental income benefits) Do we need to review this topic?

The #4 objective of estate planning is to minimize estate, gift, and income taxes before and after your death.  Do we need to review this topic?

The #5 objective of estate planning is to implement legal strategies to shield your assets during lifetime from "creditors, predators, in-laws, and out-laws."  Do we need to review this topic?

It's helpful to know any information about how you found us.  

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