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ESTATE PLANNING CLIENT INTAKE FORM - Kelby Fischer
WebTogether with her team, Ms. Fisher takes a professional, diligent approach to estate planning and elder law with a keen eye for detail and a creative mind for solving problems in novel and effective ways. Meeting your estate planning, probate and elder law needs competently and professionally are matters of the highest regard here at Fisher Law. WebEstate Planning. The term “estate” is the legal term given to all of your assets once you have passed away. The term “assets” means the property you own and control such as real estate, stocks, bonds, cash, etc. Assets can be tangible or intangible. Intangible assets include such items as powers of appointment. gold and glass display cabinets
Estate Planning, Probate & Trust Administration - Fisher, Tousey, …
WebEstate Planning At Fisher Hudson Shallat, we understand that your family and your estate are unique. Our attorneys will help you provide a road map for how your. ... In many cases, at the initial consultation we can quote a flat fee for preparing your estate planning documents so you know in advance how much our services will cost. We ... WebEstate planning and probate and trust administration is a team effort, and we work closely with our clients’ other professional advisors — including financial planners, insurance professionals, accountants, business partners, and trust officers — to ensure each client’s estate planning documents support other areas of that client’s plan. WebFisher Investments charges a flat rate for its services, but the prices are fairly competitive and straightforward. Every client has to pay a fee of 1.5% on any portfolios up to $500,000 in net worth. If your portfolio is worth more than this, it could drop as low as 1.25%. hbd heart disease