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The Law Offices of Samantha K. Wolfe
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“Information Bits from the Boss: Samantha provides brief answers to clients frequently asked questions”

2/14/2022

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​What if I want my Financial Advisor or my accountant involved in my estate planning?
 
The answer at our office is we absolutely want them involved in the process. We have each client sign a privacy policy.  One of the principles that makes up our mission statement is that we want to be able to collaborate with your financial advisor and your accountant to create the best plan for you. We think that means having a team approach and getting those trusted advisors involved.  If you’re going to be doing an asset protection plan or an estate plan that involves a trust, we also create a written plan and create a visual to depict your estate plan. For additional information or to schedule a free initial consultation please call our office at (717) 655-2676.
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Elder Law, Estate Planning, Power of Attorney, Asset Planning, Medicaid Planning
The Law Offices of Samantha K. Wolfe
​20 East Sixth Street, Suite 206, Waynesboro, PA 17268
Hours: Monday thru Friday 8:30am to 4:30pm.
Other times by Appointment Only. Virtual Appointments Available.
717-655-2676
OUR NETWORKS
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  • Home
    • Our History
    • Meet Our Team
    • Our Office
    • Video Greeting
    • Affiliations
    • Publications
  • Our Services
    • Estate Planning
    • Asset Protection Planning
    • Long-Term Care Planning
    • Medicaid Planning
    • Special Needs Planning
    • Business Succession Planning
    • Estate Administration and Probate
  • Info for You
    • Newsletters
    • Seminars
    • Videos
    • FAQ - What If
  • Testimonials
  • Our Networks
  • Contact Us
    • Register for a Seminar
    • Send a Book
    • Request a Speaker
    • Survey
    • Reviews
  • Blog