It’s Not About Documents—It’s About Results!

The key to proper estate planning is clear, comprehensive, customized instructions for your own care and the care of your loved ones. These instructions can be included in a will, trust, and in several other related documents. We find that most of our clients are best served with a combination of these tools, backed up by our Three Step Strategy™.

Step One: Develop Your Plan with Counseling-Oriented Planning Partners.

A professional’s value is in their counsel and advice, based on knowledge, wisdom, and experience. If you want an estate plan that works, you want good counseling from an attorney who will work closely with you and your other professionals, such as your financial advisor, accountant, and insurance agent.

We start the process by learning about you and your family, and understanding your goals and concerns. We assess your current situation and work to educate you as we create a customized plan that accomplishes your goals and alleviates your concerns.  Your plan will be structured in a way that ensures your heirs will inherit your wealth and wisdom, in a manner that protects your wealth from creditors and predators.

Step Two: Commit Yourself and Your Family to a Formal Continuing Maintenance and Education Program.

An estate plan faces a myriad of changes. First, your personal, family, and financial situations are evolving.  Second, changes in both tax law and non-tax law impact your estate plan. Third, our collective knowledge and life experience grow. Your professional advisors are continually improving their abilities through ongoing education. We all are regularly developing new tools, techniques and counseling resources.

Since these factors are evolving, you cannot expect a plan to accomplish what it was intended to do if it is never updated. The costs of failing to update are typically far greater than the costs of keeping your plan current.

As part of our affordable Maintenance & Education program (LifeFocus Planning™), we review and revise your plan keeping it aligned with your goals as they develop over time.

Click here to learn more about our Maintenance & Education program.

Step Three: Secure Appropriate Assistance for You and Your Family to Transfer Your Wisdom and Financial Wealth.

It’s one thing to pass your material wealth to the next generation. It’s a different thing to pass it along in an orderly, and protected manner. And it is yet another thing to pass along your wisdom. A good estate plan will accomplish all three things.

By working with a team of professionals, your heirs will be able to receive their inheritance protected from creditors and predators. Additionally, you can structure your estate plan to provide in-depth instructions or commentary on those things that you believe are important for your heirs to know and do.

Through the Three Step Strategy™ and regular updating of your plan, our firm can agree in advance and in writing to reduce the attorneys’ fees for the cost of administration, if your family continues to work with us. As a result, the overall cost of your plan will be substantially less than traditional planning. Finally, even after the estate is formally “settled”, your plan may continue to live on! If your goals include asset protection or long-range tax avoidance, your heirs will continue developing, enhancing, and living out that plan for decades and generations to come.

A proper estate plan will meet your goals and will keep you in control of the process and the results. Meaningful results come from a systematic process. Don’t sell yourself short of getting a plan that WORKS!


Three Step StrategyTM