With our life and legacy planning model, we help you confidently make legal and financial decisions so you know you have a plan to keep everyone you love out of court and out of conflict after you pass.
You love your family and want to make sure they know exactly what to do and have a trusted advisor to help them if (and when) something happens.
Life is full of complex legal and financial decisions, and you do not have to make them alone.
You may know that your life and legacy are about much more than money but maybe you are not sure exactly how that translates into legal documents like Wills, Trusts, Health Care Directives, and Powers of Attorney. Maybe you are even thinking you can do it all yourself online given the new online technology being advertised daily that suggest you DIY your important planning.
We know (and will help you understand too) that do-it-yourself estate planning will leave your family lost and unsupported, and may even cause the loss of your assets when something happens to you. By then, it will be too late for your family to clean up the mess left behind.
With our help, you will feel confident that you have made all the right choices about the use of your resources while living, and that your family will be left with support and a clear plan if you become ill, are, injured or pass away.
Read on for more…
We help:
You keep your affairs private, you have complete control, you cover all scenarios (even the ones you forgot to think about), and you are being a good steward of your legacy.
A little known fact about probate court – which is where you end up if you do not plan in advance or if you have a poorly drafted plan from the internet – is that it is all public. Your affairs, no matter how private you were during your lifetime, are made public for any and all to see. Don’t believe it? Do a Google search for "probate court live YouTube" and see what you find. Instead of finding yourself at the center of a YouTube hearing, plan in advance to keep your legal, financial, and family information private.
Without an estate plan, you are leaving all your most important decisions – legal, financial, and medical – up to a judge to make for you. Judges are extremely busy, they have never met you, and they do not know your values, your family, your needs, your desires, or your goals. Instead of relying on someone you have never met to carry out your wishes, take control over your affairs and document in advance who will make decisions for you.
Despite the popularity of internet-drafted wills and trusts, a huge drawback of cookie-cutter documents is they do not cover all contingencies your loved ones may face, specific to your family dynamics and assets. How could they? As with all things, you get what you pay for. Our life and legacy planning process educates you on how we protect everyone and everything you love so together we can ensure your estate plan comprehensively covers your unique situation.
Life and legacy planning is not only about incapacity and death – it is equally about intentionally planning for your life. Our clients consistently tell us that our unique life and legacy planning process results in their becoming better parents, stronger business owners, and wiser citizens of the community simply because of how we help them look at everything they have and everyone they love to design their personalized estate plan.
We help you to create a personalized plan that includes elements of all of the following, depending on what is best for you and your family. We have thoughtfully packaged what we do into customizable options for you and your family, and all of our fees are flat-rate and agreed to in advance so there are no surprises.
Dying without a Will means a stranger – a probate judge – makes all of the decisions for your family during a time of grief, including potentially who should be guardian of your minor children.
When you do not leave a current inventory of your assets that your family can easily find when something happens, your assets could go unclaimed, never even benefitting your family.
Probate is a lengthy process, ranging from six months up to 5-10 years, or longer depending the case. On average, families spend two years in probate court that could have been avoided.
