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