The first step in the estate or elder law planning process with our firm is to attend a Client Orientation Meeting. Attendance at the meeting is a prerequisite to begin the consultation and planning process. If you are married or have a significant other, both of you are expected to attend. There is no fee, nor ever any obligation or pressure to retain our firm.
The meetings give you a “free look” and educate you about Wills, Trusts, powers of attorney, asset protection, Medicaid, a V.A. benefit, and various legal options. They are held at the Education Center in our one-story, accessible office with free parking, which is located at 1755 Indian Wood Circle (across from ThermaTru, at the corner of Woodlands), in Arrowhead Park. (See the Map/Contact Us page for a map). Look for the BLUE DOOR on the side of the building by the Woodlands parking lot entrance. Reservations are required and seating is limited to 16 persons. Your reservation may include caregivers or adult children. Our Orientation Meetings are generally held the second Tuesday of the month in late afternoon, but the schedule may vary with season and weather. A second session for the month may be added on an “as needed” basis. Attendees receive refreshments and a free book (one per couple) on typical estate planning myths and mistakes, while supplies last. Call TODAY to register at 419-891-8884.
Current Schedule of Client Orientation Meetings
All monthly Client Orientation Meetings are held at 4:30 PM, in our Education Center, usually the second Tuesday of the month. We ask attendees to arrive by 4:15-4:20 to choose your refreshments and get seated to begin reviewing your handouts. Here is our current schedule:
June 12, July 10, August 14, and September 11, 2018.
REMEMBER, we moved in May! Our new location is at 1755 Indian Wood Circle, Suite 300, Maumee, just a half mile away from our prior office on the same street.
Seating is limited. Reservations are required. 419-891-8884.
Some meetings fill up or will be rescheduled for various reasons. Always call us at 419-891-8884 to verify the date and make your reservation. We look forward to seeing you!