What is the Estate Planning Process like at Bogutz and Gordon?
Our goal is to answer your questions and educate you on the information you need to make your decisions, in a comfortable and responsive environment. We then prepare the documents which implement your specific decisions and goals, taking into account your wishes, first and foremost, but also the legal details and technical requirements that are vital to the protection of your families and beneficiaries. One of the comments we frequently hear from clients who come in to do their estate planning is, “Well, that was easier than I thought!”. We start by setting an initial appointment, and asking you to complete our Estate Planning Questionnaire and returning it to us prior to the meeting, or bringing it with you to your appointment. The purpose of this is to give us as much information to start with, so we can advise you as accurately and efficiently as possible. However, don’t worry if you don’t know the answers to the questions or you don’t have a chance to complete it, we can always dis
