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Why do we practice estate planning?
• We believe in successful planning; personal, emotional and financial.
• We believe in building long-term relationships with select individuals who have lifelong goals.
• We believe in peace of mind throughout the different phases of our lives.
• We believe that happiness is a state of mind that comes with the satisfaction of knowing our personal and family finances are taken care of.
• We believe in protecting assets for those whom we choose to provide for.
• We believe in family.
• We believe in successful planning that meets our client's wishes.
• We believe in retaining control and peace of mind if we become disabled.
• We believe in emotional and financial support as part of our legacy.
How do we accomplish our goals?
• We listen to our clients.
• We educate our clients.
• We let our clients design their own plan while we provide the legal expertise.
• We have a strong belief in building long-term trust for more effective planning.
• We are committed to our clients’ needs.
• We are a member of a large national network of estate planning attorneys.
How are we different?
• We educate our clients on the different aspects of estate planning.
• We listen to our clients’ wishes and assist in drafting Trusts that will work.
• We help build a plan that each client will be able to own as it will reflect their unique wishes.
• Additionally, we build these plans while considering the legal implications each client faces; i.e, tax issues, disability, etc…
• We spend time with our clients to develop a plan that will meet their goals.
• We have a maintenance program to ensure our clients plans will work.
• We have a fee structure that discloses the fees. This allows for the clients to ensure there is cash flow upon their death.
• We provide education to our clients, the trustees, and the beneficiaries to eliminate any stress and allow for a smooth transition.
PEOPLE SAY THE NICEST THINGS…
People say the nicest things…
“Attorney you can count on!....Mr. Yehl is a knowledgeable attorney and very responsive….” Prior Client
"I would highly recommend him to everyone that I know who would need his services. He is very down to earth and very knowledgeable..." Tracey
“I was treated with the utmost respect and courtesy. Mr. Yehl’s incredible knowledge base helped me make the decisions….” Patricia
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