When you hear the words, “trust fund,” do you conjure up images of stately mansions and party yachts? A trust fund - or trust - is actually a great estate planning tool for many people with a wide range of incomes who want to accomplish a specific purpose with their...
Wills and trusts are two of the most commonly used estate planning documents, and they form the foundation of most estate plans. While both documents are legal vehicles designed to distribute your assets to your loved ones upon your death, the way in which they work...
Britney Spears’ Nightmare Conservatorship Underscores The Vital Importance Of Incapacity Planning—Part 1
Britney Spears’ Nightmare Conservatorship Underscores The Vital Importance Of Incapacity Planning—Part 1 Since the age of 16, when she burst onto the charts with her debut single, “...Hit Me Baby One More Time,” Britney Spears has been one of the world’s most famous...
Estate Planning For A Child With Special Needs: What Parents Need To Know Estate planning is an obvious concern for all parents, but if you have a child with special needs, it’s crucial that you are aware of the unique considerations that go into planning for a child...
FAMILY WEALTH PLANNING SESSION
At your Family Wealth Planning Session, we will go over exactly what would happen to you and your family today if something happened to you, and then you will know exactly how to plan around anything that does not sit well about the default plan for your family and your assets. You will submit your family details in advance so that we can hit the ground running at this meeting to answer all of your questions and begin designing your personalized estate plan.
Congratulations, your complete estate plan is ready to be signed! At your Signing Ceremony, we will review each document in your plan, review what it means, and remind you why you made your selections – and we can do this either virtually or in-person. We will also make sure you are ready to get everything signed and notarized. From that point forward, your family and assets are protected. This is a big moment!
During our Binder Delivery Meeting where we present your estate planning originals, we will do three really important things together. We will ensure your assets are titled correctly or if not, we will go over exactly what to do to ensure they are. Then we will review the letters we have prepared for the important people named in your plan, and finally we will discuss how you can keep your plan up to date over time so that it works exactly as designed when needed.
FAMILY WEALTH LEGACY INTERVIEW
Right after we deliver your binder, we will focus on capturing your most valuable assets – your insights, values, stories and experiences. These are the most commonly lost assets of all time, and we want to help you ensure your family has something to remember you by. You’ll record your Legacy Interview with us – the first of many you’re invited to record and add to your online Legacy Library. We capture the unique things that make you, “you,” so they can be preserved and passed on to those you love.
CONTINUOUS LIFETIME SUPPORT
We will be in touch with you on the anniversary date of the signing of your estate plan every single year. Plus, every three years we offer a sit-down meeting together to review your plan and any life changes. If you want to meet more often than that, great! We have a specially designed Family Wealth VIP Membership Program for clients who want white-glove concierge service. No matter what though, we are here always to be a resource for you during your lifetime and beyond as your Personal Family Lawyer.