Your initial consultation
To make the consultation as productive as possible, please download the Estate Planning Questionnaire, fill it out and bring it with you to the consultation.
Also bring any other documents that you think it would be helpful for me to review. Such documents would include: previous Estate Planning Documents, Life Insurance Policies, Beneficiary Designation Forms, etc.
My office is easily accessible from Tampa, Wesley Chapel, Lutz, Zephyrhills, San Antonio, Dade City and the surrounding areas.
We are to close to I-275, I-75 or the Veterans’ Expressway.
I’ve got you covered.
If you don’t want to come into the office, we can meet via telephone or through Zoom video conferencing.
Contact me to discuss your options.