In deciding when to share estate planning documents, every situation is unique. However, Roetzel Estate Planning Attorneys Brian McAvoy and Geena Kandel provide some general guidelines.
Naples Daily News Special Section, Estate Planning Guide View PDF
Roetzel's website is for general use and not legal advice. Emailing Roetzel or any of its attorneys does not create an attorney-client relationship. An attorney-client relationship is only established by the execution of a separate written engagement agreement. Any information or attachments you include in your email to Roetzel or any of its attorneys will not be confidential or privileged. By sending an email, you confirm that you have read and understand this Notice and you agree to the terms of this website.