(Also Known As "Legal Life Planning")
Planning for Everyone You Love and Everything You Have
Do you know what would happen legally – to you, your loved ones, your money and everything else you care about – if something unexpected happened to you?
If you don’t know what would happen, then the first step is to find out, so that you can decide if the current state of affairs is okay with you.
How Do We Help You With Your Legal Life Planning?
We help you to get clear about everything you need to know when it comes to planning for the well-being and care of your loved ones, yourself, your money and your property. If you decide the current state of affairs is unacceptable, and if we both decide that it’s a fit to work together, then we can design a customized estate plan (also called a “legal life plan”) that is tailored to your needs.
The foundation of your estate plan will often include a revocable living trust to which you will transfer your property for your benefit during your lifetime. One of the benefits of a revocable living trust is that, when done correctly and maintained over time, it will help your family to avoid the cost and delay of probate, keep your affairs private, and minimize or eliminate estate taxes.
Can I DIY My Estate Plan?
Unfortunately, most plans don’t work because much of what passes for estate planning is little more than word processing. You are asked a few questions and then the drafter decides which “plan” is right for you and quickly churns out some documents for you. This is not estate planning – it’s document drafting. While we create high quality legal documents, we consider this the byproduct of what we really focus on – which is building a trusted relationship with you, so we can support you throughout your lifetime.
We Are Professional Estate Planners
We will educate you and take the time to get to know you, your family, your concerns, and your goals and will gladly and patiently answer all your questions to produce an estate plan that is exactly right for you.
If you are a family with young children, then your estate plan should begin with a foundation that ensures your children would always be taken care of, no matter what.