Estate Planning Overview
At Jeffrey S. Berenholz, LLC, we take an individual and holistic approach to protecting your estate planning needs. Our goal is to learn and understand more about each client’s specific needs, wants and desires when it comes to protecting their children and passing on their assets in the event that something happens.
What Makes Us Different
Once we help you get a clear picture of your specific family and asset picture, we work together with you to put the right plan in place. This is not just about having the right documents, it’s about educating you and providing clarity and peace to ensure that your exact wishes are followed. Here’s our 5-step plan on how we do it:
So, if you are just looking for a set of documents, we are probably not the right fit for you. But, if you’re looking for a long-term, trusting relationship with an attorney who cares as much about you as his own family, then we at Jeffrey S. Berenholz, LLC look forward to working with you.