Many estate plans just don't work when they're needed. That's because people often unknowingly turn to lawyers who act like "document salespersons" rather than legal advisors. These attorneys depend on cheap fill-in-the-blank forms that don't cover all the bases. Plus, these lawyers don't communicate with their clients over time, so their clients never find out when the law changes or have their plans adjusted when their families and financial circumstances change. A will or a trust document that is based on old law or has become dated for other reasons can be a recipe for serious disaster. And every family is different, so a one-size-fits-all approach is likely to miss what really matters to the client.
Our clients have meaningful peace of mind because we develop lifelong relationships with them. They know their plans can be relied upon and their money is always very well spent. They also trust us to be there for their loved ones when their planning just has to work. We even help them protect the inheritance they leave their children from lawsuits, creditors and divorce.
If you want to see how we do foundational estate planning and get a sense of how much it might cost in your case, please view our Three Levels of Planning page. Rest assured, our fees would be very small compared to the money planning with us would save you and your loved ones. Contact us to see if this planning makes sense for your family, and we'll be glad to help you make the right decisions.
Or, to learn more about foundational estate planning generally, please click on any of the links below.
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