Do I need a full consultation for every question?

No. Some questions can be answered quickly. Others require a meeting because the answer depends on documents, assets, family dynamics, legal authority, or tax issues.

If we need a meeting, we will tell you. If we need documents first, we will tell you that too.

The goal is to use the right-sized tool for the problem, not bring a bulldozer to hang a picture frame.

*Reviewed by Estate Planning Attorney Casey Connealy, Partner at Gaughan & Connealy Estate Planning Attorneys on June 23, 2026.