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An important
part of successful estate, special needs and elder law planning is
starting with accurate information to help you set goals.
To make our first meeting productive, it is helpful to bring the following
with you: |
- Real estate deed and tax
bill for all real estate
- Bank statements or list of
bank accounts, money market accounts and certificates of deposits
- Retirement accounts including
IRAs, 401k, pensions
- Mutual fund, brokerage and
bond accounts, stock certificates
- Savings bonds
- List of life insurance policies
including death benefits and cash surrender values
- Social security, pension
and other income
- Names, addresses and telephone
numbers of your family members
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