At Davis Schilken, PC we believe that a relationship with our clients is more advantageous than a transaction.  As part of our Client Care Program™ membership program, we provide timely workshops to give our clients information they can use during their daily lives.  We know that there are four things that occur in life requiring possible modifications to planning: 1) finances, 2) relationships, 3) tax laws, and 4) health. Many of our clients enjoy program benefits such as an annual letter, review meeting to discuss their planning, automatic updates to their plans when tax laws changes, quick questions with our attorneys or paralegals, quarterly topical workshops, informative newsletters, and much more.  Below are workshop topics:

• ID Theft;
• Trustees responsibilities (Changing of the Guard);
• Long-Term Care;
• Special members only offer for family and friends;
• Davis & Associates day at the game (baseball/football);
• Economy Forecasts.

We hope that you will consider Davis Schilken, PC for your estate planning needs and become a member of this very unique program.

Please click here to see our Client Care Program membership benefits.

If you already have an estate plan, please use our 15-Point Checklist to see if your plan contains everything we recommend (click here).