Estate Planning Resources for Financial Professionals


The Estate Planning Team at Fedor, Camargo & Weston PLC • Birmingham, Michigan

At Fedor, Camargo & Weston PLC, we work closely with other professional advisors, including Certified Financial Planner™ Practitioners, investment advisors, financial consultants, insurance professionals, Certified Public Accountants, and tax advisors as part of the estate planning team. We believe the team approach provides our mutual clients with the most comprehensive, realistic and effective estate plan.

Our Approach

Our approach is to provide our clients with a short form questionnaire and welcome kit. We ask our clients to fill out this questionnaire and send it to us prior to the first consultation. This not only facilitates a more productive first meeting, but helps our clients focus on the issues and decisions they must make in order to develop the most effective plan to meet their goals.

At the initial consultation we provide the client with our general recommendations and a fee quote for the services we will be providing. They will be provided with a retainer agreement which they may sign at the meeting, or take with them for review and signature.

During the implementation phase, there is ongoing communication with the client, which may involve obtaining additional documentation, clarifying goals and information, and discussing options and tradeoffs. We use all appropriate avenues of communication: phone, email, and in-person meetings. We firmly believe that ongoing communication is an essential element of developing an effective plan, and building a life-long relationship with our clients.

We also believe that no client should sign any document without a comprehensive understanding of its content and the ramifications thereof. To that end, we dedicate a significant amount of time to the signing of documents. It allows us to explain each section of the plan, and answer any questions that have come up in the process.

Once documents are signed, we work directly with our clients, or with you, or both, to ensure funding. We also keep our clients informed on a regular basis through our seminar programs and our annual client appreciation reception. Through these regular touch points we keep clients informed about changes in the law that might affect them, and remind them to monitor their plans with regard to major life events.

Your Approach

Every professional organization has different processes, and different methods for interacting with clients. We are happy to work within your processes, or blend our respective methodologies. Our primary goal is to serve the needs of clients and we welcome the opportunity to serve them within the team environment.

Resources


  • Client Education

    Please visit our Newsletter Archive for an online library of articles on issues related to estate planning. We have posted a number of articles suitable for use as hand-outs to your clients.
  • Joint Marketing

    We are happy to work with you to speak to your clients or prospects on estate planning issues, including basic estate planning, charitable giving strategies, generation-skipping and other advanced topics, business succession, or asset protection. Please call the office if you would like to plan a workshop or a "Client Appreciation Event."
  • Monthly Estate Planning E-Newsletter

    Each month we produce an electronic newsletter, on estate planning issues, for professional advisors like yourself. You may subscribe online and we will add you to our monthly e-mail list.

Facebook Twitter LinkedIn Google Digg Reddit Pinterest StumbleUpon Email

Testimonials:

  • Mr. Weston really appreciates his clients and understands their specific needs. He is a great asset to have on your side.

    Satisfied Client

  • Matt Fedor helped my family and I out with a very sensitive issue. His knowledge, compassion and willingness to listen made us feel confident that we were in the right hands.

    Satisfied Client

  • When my business was served with a lawsuit, Mr. Camargo listened to my issues, filed the appropriate legal response and quickly achieved a great result.

    Satisfied Client

Contact Us:

Follow Us:

Fedor, Camargo & Weston PLC serves clients throughout the state of Michigan. FCW is a full service Estate Planning Law Firm specializing in fundamental estate planning, wills & trust planning, powers of attorney, elder law, Medicaid application & qualification, long-term care planning, probate & estate administration, probate litigation, civil litigation, estate & trust litigation, Medicaid crisis planning, special needs & disability planning, veterans benefits, Aid & Attendance qualification, charitable planning, estate tax planning, business succession and sales, and asset protection. FCW serves individuals, families and business owners throughout the Birmingham, Bloomfield, and Troy, Michigan areas, and all throughout the state of Michigan. Google+