Family Portrait

How We Work:

Your Family's Lawyer For Life

 

Our Family Wealth Maintenance Programs are part of what set us apart and allow us to care for you and your family throughout all of life's stages

At most estate planning law firms, the relationship ends when you sign your documents.  At our firm, we see the signing of your estate planning documents as just the beginning of our relationship with you and your family. 

Make sure your plan changes with your life, your assets, and the law

Over time, it is inevitable that your assets will change, your family will change, and estate an tax laws will change.

 

Your plan must accommodate all of these changes in order to make sure that it works when your family needs it the most.  If your plan is not properly updated over time, your documents will likely become worthless and ineffective.  And the costs of failing to update are typically far greater than keeping your plan current.

 

We will help you ensure that your assets are owned in the right way throughout your lifetime.  There are currently billions of dollars sitting in state departments of unclaimed property, and we don't want to see your hard earned assets end up there.  We also don't want your family to be stuck dealing with the court when you’ve worked so diligently to make things as easy as possible and avoid that process.  That’s why we prepare a Family Wealth Inventory of all of your assets, and keep it up to date for you yearly, so that your loved ones will know what you own, how you own it, and where to locate everything, if an when necessary.

Three year plan review included

With all of our estate plans, we include a complimentary three-year review to ensure that as your life changes, so does your estate plan. and to confirm your assets are held properly for maximum protection.

Family Wealth Maintenance Program

 

For our clients who want maximum protection, we offer a Family Wealth Maintenance Program. For a small yearly fee, we meet with our Maintenance Program clients for plan reviews annually. Some of the benefits provided under our Family Wealth Maintenance Program include:

  • Annual plan review with unlimited plan amendments

  • Annual Legacy Interview to transition your most important and most frequently lost family wealth- who you are and what’s most important to you

  • Annual membership in a service which provides 24-7 on-line access to health care and guardianship documents

  • Substantial discount on our fees for advising your loved ones after you’re gone

  • Annual review of your assets and update of your Asset Inventory

  • Much more, including valuable enrollment discount

 

Click here to contact us and set up a complimentary 15 minute phone consultation