Anatomy of a Meeting: Getting the Most Out Of Your First Estate Planning Conversation
Louis W. Pierro, Esq.
Founding Partner, Pierro, Connor & Strauss
Victor A. Oberting, III, Esq.
Senior Partner, Pierro, Connor & Strauss
Hosts: Lou Pierro & Victor Oberting III
When you take that important step to schedule a free consultation to talk about creating a will or how to protect your home and life savings, what can you expect? How do you prepare? What documents should you bring to the meeting?
These are great questions we hear all the time at Pierro, Connor & Strauss. You’ll be discussing some personal matters that can involve financial information and family dynamics. So you may be wondering what questions to ask, how long it will take and how much your plan will cost… also good questions!
Attorneys Lou Pierro and Victor Oberting fill you in on the best ways to prepare for your estate planning meeting AND how to get the most out of it. In this show, they also demonstrate how the conversation often goes.
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