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In preparation for your initial estate planning meeting with Mr. Hagan, we ask that you take the time to both compile a list of your assets, including how they are currently titled and their approximate value, and to at least begin to consider who you would want to handle your affairs in the event of your later lifetime incapacity and at the time of death.
We have found that starting the estate planning process in this manner will not only help you to identify your own estate planning goals and objectives, but will allow the initial meeting time with Mr. Hagan to be spent very productively.
Please print out the appropriate Questionnaire below, complete it to the best of your ability, and bring it with you to your initial meeting.
Married Couple's Questionnaire
(Files require Adobe Acrobat Reader to view. Click Here to Download.)
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DISCLAIMER Martin J. Hagan is licensed to practice law in the Commonwealth of Pennsylvania. This website is intended solely for informational use and is not intended to solicit clients. Likewise, any information contained in or obtained from this web site is for informational purposes only and is not intended to be used as legal advice. IRS CIRCULAR 230 DISCLAIMER : Pursuant to Treasury guidelines, any tax advice contained in this website (or any link from it) does not constitute a formal opinion. Accordingly, any tax advice contained in this website (or any link from it) is not intended or written to be used, and cannot be used by any taxpayer, for the purpose of avoiding penalties that may be asserted by the Internal Revenue Service. You should seek advice based on your particular circumstances from an independent tax advisor.Send mail to mhagan@haganlaw.net with questions or comments about this web site.Copyright © 2007 Martin J. Hagan, One Gateway Center - 8 South; Pittsburgh, PA 15222-1435Last Updated: 10/09/07 |
