ESTATE PLANNING

With our comprehensive life and legacy planning approach, we assist you in making informed legal and financial choices, ensuring that you have a well thought out strategy to keep your loved ones out of court and away from conflict after you are gone.

Our Approach

You value your family and aim to ensure they are fully informed and supported in any circumstances. Complex legal and financial decisions are a fact of life, but you don’t have to navigate them alone.

While you know your life and legacy encompass more than finances, you may be unsure how this translates to legal documents such as Wills, Trusts, Health Care Directives, and Powers of Attorney.

You may even be contemplating DIY options prevalent in today’s online market. However, we know that DIY estate planning can leave your family unsupported and vulnerable, and may result in the loss of assets when you are no longer around.

Our services provide you with confidence in the decisions regarding your resources, ensuring your family is supported with a clear plan in the event of your illness, injury or passing.

What We Do

We assist you in devising a personalized strategy that maximizes asset safeguarding, in conjunction with establishing a life and legacy plan, which serves as the cornerstone for any supplementary planning required. Our services are thoughtfully crafted into customizable choices for you and your loved ones, and all fees are pre-agreed upon and flat-rate to eliminate any unforeseen costs.

  • Lifetime Asset Protection Trusts For Your Beneficiaries
  • Domestic Asset Protection Trusts
  • Qualified Domestic Trusts
  • Qualified Personal Residence Trusts
  • Foreign Asset Protection Trusts
  • Family Protection Trusts
  • Other Irrevocable Trusts Depending On Your Circumstances

Four Powerful Ways Your Life & Legacy Plan Protects Your Family

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.

You Keep Everything Private

A commonly overlooked aspect of probate court is its public nature. Without proper planning or a well-crafted plan from reputable sources, all of your affairs, no matter how personal, become public knowledge. To avoid any potential exposure, it's important to prioritize privacy by planning ahead and taking appropriate steps to safeguard your legal, financial, and familial affairs.

You Have Complete Control

Failing to establish an estate plan relinquishes the power of crucial legal, financial and medical choices to a judge who lacks familiarity with you, your family, values, needs, desires and goals. Rather than entrusting a stranger to enforce your desires, seize command over your affairs by documenting in advance who shall have authority to make decisions on your behalf.

You Cover All Scenarios

Although internet-drafted wills and trusts may be popular, it's important to note that these cookie-cutter documents don't account for all the potential situations your loved ones may encounter, particularly those specific to your family dynamics and assets. It's important to invest in a comprehensive estate plan that takes into account all your unique circumstances. Through our life and legacy planning process, we provide you with the information and guidance necessary to ensure that everything you love is protected.

You Are Being A Good Steward

Our comprehensive approach to life and legacy planning is focused on intentional preparation, encompassing much more than just incapacity and death. Our clients consistently praise our professional process, which guides them in designing a personalized estate plan tailored to their unique circumstances. As a result, our clients become better parents, stronger business owners, and more informed citizens of the community.

Frequently Asked Questions

Your Last Will is a legal document through which you distribute some of your assets upon death. Other assets will be distributed not based on your Last Will but on your beneficiary designations, depending on the situation. Over two-thirds of the U.S. adult population does not have a last will, and for those who do, most Last Wills do not fully cover their situation. Upon death, the only want to make a Last Will valid is to file it in the probate court, a public and normally lengthy process that delays your family access to what you have left behind.

A successful outcome in estate planning requires the guidance of a professional lawyer who deals with estate planning on a daily basis. You have devoted your entire life to creating what you have today. Unfortunately, following the death of a loved one, some families are left with nothing because they didn’t plan at all, or used an online platform that was unaware of their family or situation and was of no use to them when they needed it the most. We encourage the development of long-term relationships between you and your estate planning attorney so that you can rest assured that your family will have legal assistance even when you are unable to provide it.

Our estate planning fees are designed on a flat-fee basis to provide complete transparency with our clients. We understand cost is a sensitive topic, which is why we cannot quote fees online or over the phone. However, we invite you to attend our upcoming educational events where we cover our unique meeting process and fee schedule. This ensures you have all the information you need to make the best decision for you and your family.

A Trust can function as a replacement for a Will. A Revocable Living Trust, like a Last Will, distributes your assets after death. The advantage of a Trust is that it doesn’t need to be filed with the probate court to be enforced. In contrast, a Last Will must be filed with the probate court to have any legal effect. A Trust is a confidential document that relates to your personal matters, whereas a Last Will becomes a public document once you die, regardless of how reserved you were during your lifetime. Aside from that, there are many other Trusts that perform various roles, and the appropriate overall estate plan for each family’s unique situation must be customised, which could involve one or more Trusts.

Through our comprehensive life and legacy planning process, we prioritize capturing and transferring your important intangible assets such as values, insights, stories, and experiences in addition to transferring your financial assets and personal belongings. Estate planning is crucial for everyone, regardless of their financial status, as everyone has an estate as valuable as anything in the world that needs to be protected. After your departure, your loved ones will cherish your words of advice and concern and coming across a letter or voicemail from you will be a great gift. Let us help you give your loved ones the most precious gift of all – a lasting expression of your love.

It is recommended to have your out-of-state estate plan reviewed by a local Personal Family Lawyer to ensure compliance with any state law differences, regardless of your physical location within the United States.