Getting Started

Estate Planning

• Family Limited Partnerships
• Irrevocable Life Insurance Trusts
• Grantor Retained Interest Trusts
• Wills and Living Trusts
• Gifting
• FAQs
• Getting Started

The decision to begin estate planning can be overwhelming as well as time-consuming. We have streamlined the process into four basic steps to help you get started.

1. Discovery Consultation
   Your Estate Planning Process begins when you contact us to set an initial meeting, called the Discovery Consultation.  In order to make this first meeting as constructive as possible, we request that you prepare and return an Estate Planning Questionnaire (below), and return to us at least 3 days prior to your scheduled meeting.  Prior to the meeting, we carefully review your information, and have a sense of your needs in order to offer you more comprehensive ideas for your estate plan.
2. Estate Planning Questionnaire
   This simple questionnaire identifies important things to think about. Print it out or work right on-screen on the form, filling in as much information as possible and return it to our office. To ensure that your personal information is kept private, we ask that you deliver this complete form to us either at the address listed or submit via mslak [at] concannonmiller [dot] com (email).
3. Design Consultation
   We understand many estate planning options available to you to meet your wishes, from the most basic estate plans to the highly complex plans for those with significant assets.  During your Design Consultation, we work closely with you to identify your estate planning goals and objectives, and together design your estate plan, custom tailored to meet both your personal and financial wishes.
4. Implementation and Maintenance
   Finally, we will assist and guide you through the implementation and ongoing maintenance of your estate plan.

Our goal is to ensure that no matter what type of estate plan you need, your goals and objectives are met with the care and convenience for you and your family.