Who could be my client?

Estate Planning is for everyone… It can be a Will, a Trust, or just a power of attorney. What is in someone’s personal estate plan can vary from person to person.

Do you need an estate plan… Answer to find out:

General Questions:

Do you own anything?                                               Yes                              No
Do you own anything?                                               Yes                              No
Do you care?                                                               Yes                              No
Are you going to die?                                                 Yes                              No

If you answered “Yes” to any of the above, you should call to set-up a FREE consultation.

Specific Questions:

Do you have minor children?                                     Yes                              No
Are you in a 2nd+ marriage?                                       Yes                              No
Do you have pets?                                                      Yes                              No
Are there special needs members of your family?     Yes                              No
Do you have concerns about MediCaid?                    Yes                              No
Do you have concerns about taxes?                           Yes                              No
Do you worry about divorce?                                     Yes                              No
Do you worry about lawsuits?                                    Yes                              No
Do you worry about bankruptcy?                               Yes                              No
Do you want your family to have a trusted resource to deal with death or incapacity?                                                                  Yes                              No

If you answered “Yes” to any of these questions, you should definitely call to set-up a FREE consultation.

Jim Plitz is an estate planning and business succession planning attorney with the law firm Waters, Tyler, Hofmann & Scott, LLC. Jim is licensed in Indiana, Kentucky, New Mexico, and Arizona.

You can call 812-949-1114 or email EstateLaw@WTHSLaw.com to schedule your FREE consultation.

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