Families & Individuals
It’s family wealth planning, and caring about those you love
How We help Clients
What is estate planning?
- It’s simply passing your “stuff” to your family or whom you want – how and when you want to in the best, most cost-effective way.
- It’s setting everything up to easily transition and be cared for if you become incapacitated (and who of us doesn’t worry about that?)
- It’s family wealth planning, and caring about those you love.
- It’s having peace of mind because you’ve done the best you can for your family or beneficiaries.
It’s creating your legacy.
Yes! I want to protect my family and my assets from probate and taxes.
Here is a list of what our services includes:
- Complimentary Initial Consultation to review your business goals and review your needs, and continuous assistance throughout the process
- Education on various aspects of planning that will meet your needs
- Access to an attorney for your legal questions
- Access to a financial planner to assist you with your financial goals should you wish
- Many options that can flexibly meet your planning needs
- Hand-holding through the process from start to finish
- Reasonably priced fees that you will know up-front
- Recommendations that suit your specific needs
- No pressure
- Assistance with Signing the documents, and Funding of your trust
Our Comprehensive Estate Planning Packages include:
A Trust Package will include:
- A set of vital Ancillary Documents for each person (Durable Power of Attorney for Assets, Durable Power of Attorney for Healthcare or Advanced Directive, Living Will, Nomination of Conservator, Appointment of Guardian, and Anatomical Gift)
- Abstract of the Trust
- Trust Certification
- Pour-Over Will
- Assignment of Furnishings and Personal Effects
- A professional quality binder with tabs and inserts with explanations for different aspects that help you keep organized
- Two sets of quality documents with Plain English summaries that explain the important documents, their purpose and how to use them
- A Funding Manual to educate you so you’re sure you’ve put ALL required assets into your trust
If it is determined that you don’t require a Trust, you have the option to get a Will Package which includes:
- A Last Will and Testament AND a set of vital Ancillary Documents for each person (Durable Power of Attorney for Assets, Durable Power of Attorney for Healthcare or Advanced Directive, Living Will, Nomination of Conservator, Appointment of Guardian, and Anatomical Gift)
- A binder to store all your necessary and related documents
Create Peace of Mind
We offer a wide variety of estate planning solutions
and documents customized at your direction.
PROTECTION ~ PRIVACY ~ PEACE OF MIND
IT’S IMPORTANT FOR A LIVING TRUST TO BE DONE RIGHT
One size does not fit all – no two people or families are alike! Your family’s needs, dynamics, personalities, and values are unique. If you use a form kit or online forms, you are asking for problems. Even LegalZoom.com reveals that 80% of people who fill in blank forms to create legal documents do so incorrectly. Plus, if your Will or Living Trust is not executed properly, it becomes invalid.
If you overlook the opportunity to write specific instructions about how you want to provide for your spouse and children, your family will receive whatever the “cookie cutter” document provides, and you may not know of other options. The only estate plan you can rely on is the one that is custom prepared by a qualified estate planning professional and attorney.