Our Approach

The traditional approach does not lead to true peace of mind that all will be in order when death comes. Why? Because:

Estate planning clients rarely understand what is in their estate documents
It provides no systematic way of keeping your estate plan current
It provides no education to update you and your family about new laws, IRS regulations and planning techniques
You have a disincentive to even return to your lawyer to update your estate plan, because you know that when you do, you will be charged a lot more money.

IT IS CALLED “THREE STEP” PLANNING THAT CONSISTS OF:

1

Providing excellent and innovative counseling to create your estate plan, as well as ensuring our trust clients have their trust properly funded.

2

1

Ongoing maintenance plan that, among other things, apprises you of the most recent laws, regulations and techniques, allows you to make as many changes as you wish, and teaches your family members how to participate in the process.

3

1

3

A streamlined system of settling your estate that greatly reduces the cost of formal settlement.

OUR APPROACH

The traditional approach does not lead to true peace of mind that all will be in order when death comes. Why? Because:

IT IS CALLED “THREE STEP” PLANNING THAT CONSISTS OF:

1

1

1

2

1

1

3

1

3