Who Will Help You, Your Parents or Your Children As Power of Attorney, Trustee, Health Care Surrogate, or Personal Representative? Where can you go to sort it all out and get answers - especially answers that are independent of products, sales, and commissions? A one-hour free initial consultation generally is sufficient to help you identify how Arlene can help you answer the questions that are most important to you.
The CTFA designation is awarded by the Institute of Certified Bankers, a subsidiary of the American Bankers Association.
The CTFA designation is awarded by the Institute of Certified Bankers, a subsidiary of the American Bankers Association.
Services
Because developing your estate plan begins with discovering those goals, clarifying your objectives, and setting priorities - the plan that results is YOURS - tailor made for YOUR situation. Do I know - and understand - what my employer, government and insurance benefits are and how they will be paid out?.
Arlene provides a broad range of personalized financial experiences to help you sort through the many issues that affect your estate plans. The approach Arlene uses looks at what you want, what you have, and what you might do. Whether you are looking at short-term or long-term issues, her thrust is to help you understand the alternatives available so you can make informed decisions.
Then, you and Arlene will review your estate documents and talk about how you and the members of your family might be impacted by the provisions. Most importantly, Arlene will address whether you have done what needs to be done to implement the plan your lawyer has provided. You have spent your life accumulating assets and making financial decisions.
At this point in your life, you take for granted all of the time that you have spent making financial decisions, accumulating assets, and spending money. When you meet with Arlene, you will be sharing with her the culmination of your efforts. In order for her comments to be as relevant and pertinent as you would want, she will have to get to know you, how you relate to your money, and how some of your past decisions were made.
She is a member of the Lee County Estate Planning Council and the Financial Planning Association. When you meet with Arlene, you will receive a detailed and comprehensive history of her background and extensive professional, community and social involvements and accomplishments.
The Disclosures and Privacy Notice are available at this link - and which you would acknowledge if you became Arlene's client - give you more specific details about Arlene and answers to the questions that various independent organizations suggest that you ask.Arlene is compensated solely by the hour - so that you pay only for the time she actually spends working on your behalf.
The Disclosures and Privacy Notice are available at this link - and which you would acknowledge if you became Arlene's client - give you more specific details about Arlene and answers to the questions that various independent organizations suggest that you ask.Arlene is compensated solely by the hour - so that you pay only for the time she actually spends working on your behalf.
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