Interviewer: Would you describe team philosophy at Cholewka Law as it relates to estate planning?
Becky Cholewka: Here at Cholewka Law we find it very important for us to work with our clients and all of their professionals that they work with. Their CPAs, their accountants, their financial advisors because we can’t just work in a bubble.
Although, you may have specific estate planning goals those might conflict with your investing goals and your investing goals might conflict with your tax goals. So, it’s very important for us to get together with all of those professionals that you work with so that we can all get on the same page and make sure that we’re prioritizing your goals and then making your whole plan work as a whole.