Estate Planning
So what do you own? What is it worth?
Who are your heirs? Do you want to benefit charities?
Who needs help? Who needs college paid for?
What are your dreams for your family after you are gone?
Do you have a farm you want to preserve? Do you have a beautiful woodlot you want to keep forever wild?
Is money getting tight for you as you get older?
All these questions have answers beyond the obvious. I work with my clients to see what their dreams and hopes are. Often we can find a solution, a wonderful, elegant solution – but we can only find the solution after we’ve talked about hopes, fears and dreams.
I understand life insurance products, annuities, and long term care policies. I have worked with many of the land trusts, historic preservation organizations and national conservation groups. I understand taxes of individuals, trusts and corporations.
You may think I’m asking lots of questions, but often just asking the questions brings out a solution we wouldn’t have thought of earlier.
Please call and talk with me. The first hour is without charge. Then we will sense whether or not you and I can work together.
So, call or email
Katherine Kiefer (413)528-0265 katherine.kiefer.esq@gmail.com
PS Of course I make house calls