Contact Linnea

In order to understand your goals please bring as much information as possible to the meeting, including:

• A list of questions or issues you would like to discuss
• Accurate names and addresses of your family members and heirs
• Your will
• Any trusts which you have established and funded
  with your property
• Any trusts of which you are a beneficiary
• Your power of attorney
• Your living will and health care agent designation
• Medical diagnoses
• Contracts for assisted living, continuing care, or nursing home (if applicable)
• Long term care insurance policy
• Health insurance policy
• Life insurance policy
• Investment accounts
• Retirement (tax deferred accounts)
• Bank accounts
• Certificates of deposit
• Deeds to real property
• Time shares and other real estate investments
• Court orders still in force