Step 1:

DISCOVERY

Your Discovery meeting is where you and Tallgrass Estate Planning first get to know each other. During this meeting, we will talk about three important parts of your life and how they come together to create a unique picture of your needs. Those three parts of your life are your People, Assets, and Priorities.

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People

As we discuss your People, we will learn about family members or others who matter most to you and who depend on you financially. We will discuss their relationship to you as well as their individual circumstances. Are they married? Do they have children? Do they have special needs? Do they have financial liabilities? Do they have behavioral problems or substance dependencies? These questions are not intended to be intrusive, and we make absolutely no judgments. Your honest responses help us determine how to best assist you in taking care of them in ways that protect them and your assets.

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Assets

Discussing your Assets - what you have, how you have it, and approximate values - lets us know whether we need to include planning for income and estate tax efficiency and what kinds of exposure your assets have to your own potential liabilities or the liabilities of your intended beneficiaries. It also helps us to determine how best to transfer different assets upon your passing to ensure your goals are accomplished.

priorities for your estate plan

Priorities

And most importantly, identifying and clarifying your Priorities - your goals, values, beliefs - is crucial in creating a strategy that is truly custom-made for you.

Revocable Trusts

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Irrevocable Trusts and Asset Protection

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Special Needs Planning

Probate & Estate
Administration

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Last Will & Testament

Medicaid Asset Protection Planning

Guardianship for
Incapacitated Adults

Trust Administration

Business Succession

Veterans Aid &
Attendance Planning

Testimonals

Irrevocable Trusts and Asset Protection - decorative logo

Irrevocable Trusts and Assets

Trust Administration

Business Succession

Medicaid Asset Protection Planning

Revocable Trusts

Probate & Estate Administration

special needs planning - decorative logo

Special Needs Planning

last will and testament hero icon

Last Will & Testament

Guardianship for Incapacitated Adults

Veterans Aid &
Attendance Planning

Schedule Appointment