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Prospective Clients
We have found as part of a Network of Estate Planning Attorneys over the years that many clients are unaware of exactly what role estate planning plays. Many clients are provided with documents and a follow up disengagement letter whereby the attorney is cancelling the representation. We have a much different approach that is founded upon relationship development. Without proper focus on the relationship, it would be difficult if not impossible to achieve our clients goals and wishes. The Network has been working on this approach for over 10 years.
We believe in exceeding our client expectations with a transparent approach to estate planning. For example, ask anyone with an estate plan if they are aware of the attorney fees and other costs that will be charged to their estate upon passing away. Almost 100% have no idea what those costs will be and without proper counseling would not even think to ask.
With a focus on education, you can join us at one of our workshops. We are committed to teaching you about the documents, the law, planning, taxes, disability and other areas that should be considered in EVERY estate plan.
You will also see how we can reduce your cost by upwards of 50% of a traditional estate plan.
Please register for an upcoming wokshop on the calendar to the right to learn more!
Learn about a Three Step Strategy™ for You to Design and Implement an Estate Plan that Costs Less and Delivers More!
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How to Select and Work With an Estate Planning Attorney
Questions You’d Ask if You Knew What We Know!
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Why Most Living Trusts DON’T Even Avoid Probate!
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How to Avoid the Impersonal Nature of a Will or Trust
“If Someone Were to Rip Off the Front and Back Pages of your Will or Trust Would Anyone Even Know it’s Yours?”
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How to Keep Your Planning Current Throughout the Years of Personal and Legal Changes
Peace of Mind that Your Plan is “Ready for Use” Every Day From Initial Signing On!
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How to Provide Family Asset Protection Planning
(Protect Your Loved One’s Inheritance From Creditors and Predators—Including Risk of Divorce and Lawsuits)
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How to Control When You Give Up Control!
Disability Planning for Your Health Care and for Handling Your Finances
(Helpful Hint: Standard Living Wills, Health Care Powers of Attorney and especially Durable Powers of Attorney provide more problems than solution)
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How to Plan for Death Taxes During the Era of “Estate Tax Purgatory”
How to Be Prepared for and Take Advantage of Whatever Congress Does (or Doesn’t Do) With the Federal Estate Tax
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How to Transfer Your Values Along with Your Valuables
(Provide Personal Instructions for Your Own Care and for Your Loved Ones)
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Why Estate Planning is a FAMILY Project
Why and How to Involve Your Family in Your Planning