What type of services do you provide? Are you insured for errors and omissions? What credentials do you have? What is your license #? What are your office and telephone hours? Are you accessible by text and/or email? How long should I expect to wait to receive a response from you to a communication? If […]
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 […]
• 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 […]
