Questions to Ask: Estate Planning Attorney

Is your primary focus on estate planning? How long have you been practicing? Do you execute the plan? Do you conduct periodic reviews? What is your estate tax experience? How can I best manage estate taxes? Can you help me create a comprehensive estate plan that includes wills, trusts, and life insurance? How do you […]

Questions to Ask: Geriatric Care Manager

• What services do you provide and who provides them? • What are your credentials? Are you licensed in your professions? • How long have you been providing care management services? How long have you been practicing in this community? • Do you have any affiliations and memberships in community organizations? • Are you available […]