About My Practice

My practice consists of providing a valuable, personalized service for my clients.  I listen to my clients to determine what their goals are and how to best accomplish these goals.  Every client is different and I get my clients to consider things they may not have thought of. My advice is based upon my extensive knowledge and expertise in this area.  Estate planning, estate administration and elder law are the core of my practice, not a side service.  I have an LLM in taxation with a specialty in estate planning. I am part of a nationwide network of estate planning professionals through Wealth Counsel and consistently participate in continuing legal education courses to estate abreast of changes in this complex area.

I have found that most individuals know that they should create an estate plan, but put it off for a variety of reasons, including discomfort in thinking about death or disability, busy schedules, and difficulty in making decisions such as who to name as guardian of their children.  None of these things should prevent you from moving forward.  I find that my clients, who may have previously delayed, feel a great sense of relief knowing that they have completed this planning. You should also bear in mind that these documents may always be amended.

The Process:

Prior to the first meeting, I request that a questionnaire be completed so that I have relevant information in advance so that I can assess your situation, advise you, and, finally, prepare your documents.

At our first meeting, we will discuss your situation, goals, and concerns. I will answer any questions you may have.  I will also discuss the fee. Assuming you retain my services, I will then draft a very detailed letter outlining our discussion. I will advise you of decisions you need to make or further questions I may have for you.  I do this detailed letter largely because the areas of estate planning and elder (Medicaid) planning are inherently complex and difficult to understand. I give you a great deal of information at once so that you are informed about the decisions you are making and to confirm your decisions. Sometimes I will forward the draft documents along with this initial letter or wait until after a second meeting.

A second meeting will be held to discuss the plan further and so that I may assist you in making any final decisions and answer any further questions you may have.  Many clients prefer to accomplish this via e-mail or telephone, which is perfectly acceptable.  The final draft documents will then be forwarded to you for review.

At the final meeting you will come to my office to sign your documents once any amendments are made.

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Margaret M. Mahon, Esq. LLC
211 Broad Street, Suite 203
Red Bank, New Jersey 07701
(732) 530-6626

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