How We Are Different
You and your spouse just had your first child. You know you need to do something, so you go to see an estate planning lawyer who charges you to draft a bunch of legal documents. You both sign the documents, take them home, stick them on a shelf or in a drawer, mark estate planning off your checklist as done, feel good and never think about it again.
Years will pass by. Your assets will change, your family members will change, the law will definitely change. But your documents will remain in your drawer, untouched. You wonder if you need to update them. But you never saw or heard from your lawyer after that one time. If you call him now and ask, he will charge you again. You ignore the issue.
Then, a few more years later, something tragic happens to you, and you die. Your now-adult children search for the documents you signed when they were just kids. Assuming they can even find it, they are horrified to learn that the documents are outdated, that the new house you bought five years ago was never part of your trust, that many of your assets will be seized in probate because they weren’t owned correctly.
Your family is at a loss. They don’t know where to turn or what to do. Now they are forced to pay another lawyer - a stranger to your family - in order to help them fix this nightmare.
How do we know all this?Because too many people come to us with this same story. It happens a lot.
So when we became parents ourselves, we swore it would never happen to us or any of our clients. We made it the cornerstone of our practice to create lifelong relationships with clients and their families, so that you can rest assured knowing that we will take care of your family if something happens.
Unfortunately, the estate planning industry was not designed to serve growing families who experience changes. When changes need to be made, the complaint is that it often feels like starting all over. Additionally, the traditional estate planning model was designed to serve only 70 and 80 year olds for only what would happen when they should die. It did nothing to serve the needs of families during their lives. As you can read below, this is a huge disservice to those families and can be a recipe for disaster.
Our Firm Prepares You for LifeSo here’s how we’re different.
We stay in touch. We offer to review your plan every 3 years to make sure it’s keeping up with any changes to you, and your family, your assets, and the law. We offer a Client Membership Program for those clients who want even more interaction with us.
We keep you informed. As our clients, you automatically become part of our well-known semi-monthly newsletters, which contain invaluable advice about estate planning, asset protection, and wealth creation techniques. Throughout your lives, we will continuously update you on any changes that you need to be made aware of in the laws governing the estate tax.
So, we invite you to call us as often as you want, without having to worry about paying some outrageous fee. In fact, we’ve thrown out the time clocks so you never have to be afraid to call with a quick question. Everything we do is billed on a flat-fee basis, agreed to in advance, so there are never any surprises.
Specifically, we have a full-time “funding coordinator” on staff to ensure that your assets are protected throughout your lifetime and none of your assets will end up going through a long, expensive court process or being lost to the state because they were missed after your death.
We also have a full-time “Drafting Coordinator” who keeps up with any changes in the law when it comes to drafting the best plan possible. We have a process for helping you make sure that your assets are titled in the right way, both now and throughout your lifetime.
We operate on word-of-mouth referrals and our clients will be the first to tell you how we take a comprehensive, customized approach to planning. An estate plan is one of the most important documents you will put together in your lifetime. People trust us to get it done right so that their plan will work for their loved ones when they need it the most.
And now that you have a better sense of how we do things, it’s your turn. Tell us how we can help you.