Contact
It would be helpful, although not absolutely necessary, for clients to bring a brief summary of present assets and a list of any specific needs of family members, beneficiaries, and any business interest.
For new estate planning clients and clients that would like our firm to assist them in handling an estate, there is no charge for the initial conference.
Please direct all inquires to:
Plotnick & Ellis, P.C.
261 Old York Road, Suite 200
Jenkintown, PA 19046
(215) 576-1730