2017 Tax Reform Special $395 One-Hour Estate Planning Consultation
With the 2017 Tax Cuts and Jobs Act, Congress has delivered the largest piece of tax reform legislation in more than three decades.
MendenFreiman will help you determine the impact of the new law on your estate plan, and whether your Will or Revocable Trust should be revised, in a $395 One-Hour Tax Reform Estate Planning Consultation.
What You Can Expect At Your Consultation
Your consultation will last one hour, and will center around your personal estate plan, and changes to the estate tax rules under the new law. We will explain the important estate tax changes included in the 2017 Tax Cuts and Jobs Act, and we will discuss how these changes impact your planning.
We will also suggest changes to your Will or Revocable Trust, if needed, to address the new estate tax rules. And we may propose strategies to simplify your estate plan, which could be a good idea under the new law, depending on your situation.
What You Need To Send Us To Get Started
To help us prepare for your consultation, we need you to:
- Complete the Pre-Meeting Questionnaire.
- Provide us with a copy of your current Will or Revocable Trust, and other estate planning documents, if:
- You are a MendenFreiman client with documents signed prior to 2002, or
- You are not currently a MendenFreiman client, and your prior Will was prepared by another law firm.
We need your Pre-Meeting Questionnaire, and copies of your current Will or Revocable Trust, at least 3 days before the date of your appointment. This will allow our attorneys the time to review those documents and prepare for your consultation.
It is a good idea to read over your current Will or Revocable Trust before your appointment, and think about any changes or adjustments you may want to make, such as a change in the person(s) named as Executor, as Trustee, or as Guardian for your minor children.
If you are a client of MendenFreiman, and your Will or Revocable Trust was signed after 2002, there is no need to send us copies of your documents ahead of your appointment. We have electronic copies of your documents on file.
What Is Not Included In Your Consultation
We cannot make any changes to your existing Will, Revocable Trust, or other estate planning documents, as part of the one-hour consultation.
If changes in your Will, Revocable Trust, or other documents are necessary or recommended as a result of your one-hour consultation, we will confirm what the changes are, and provide you with a fee estimate, taking into account the $395 One-Hour Tax Reform Estate Planning Consultation Fee as part of the overall project fee.
During our hour together, we will educate you about the provisions of the new law, explain how these changes impact your estate plan, and recommend possible changes in the terms of your current Will or Revocable Trust.
Is the One-Hour Tax Reform Consultation Right for Everyone?
No, but we think it will be right for most people.
- If you want to know whether changes should be made to your Will or Revocable Trust after the 2017 Tax Cuts and Jobs Act, the Consultation is right for you.
- If you want a refresher about the US estate tax laws, the Consultation is right for you.
- If it has been a few years since you signed your last Will or Revocable Trust, and you would also like to understand the changes made under the new tax law, the Consultation is right for you.
If you do not have an existing Will or Revocable Trust, you should skip the 2017 Tax Reform Consultation, and instead meet with us for a comprehensive estate planning consultation.
Call or Email To Schedule a Consultation
Call 770-379-1450 or send us an email using the form below, to schedule an appointment for our $395 One-Hour Tax Reform Estate Planning Consultation, or a more comprehensive estate planning consultation.
If you are not sure what type of consultation you need, please contact us. We will let you know what is best and get you scheduled right away.
Thank you for giving us the opportunity to discuss the impact of the 2017 Tax Cuts and Jobs Act on your estate planning. We look forward to seeing you soon.