During the first meeting, we will discuss your goals for the future and develop a strategy for making those goals happen based on state laws and federal tax laws in place at the time of your meeting. We won’t just talk about taxes; we’ll also discuss any other issues that may affect you such as health care directives or powers of attorney so that all bases are covered when it comes time to plan ahead for unforeseen circumstances. Our goal is always to make sure nothing happens without being prepared for every situation possible - which is why having a comprehensive estate plan in place is so important.