Life goes through many changing events and can move so fast that you forget to protect your family. That’s where we step in. We will Forward Plan for your Family Protection so you can have peace of mind when life is moving at fast past.
If your children are young, I am sure the thought has crossed your mind, “who would raise my children if for some reason I or the other parent are unable to”. It's not an easy thing to consider, but with a simple arrangement of a guardianship, you can have a peace of mind.
Life Events Equals = Forward Planning for your Family Protection
Life goes through many changing events and can move so fast that you forget to protect your family. That’s where we step in. We will Forward Plan for your Family Protection so you can have peace of mind when life is moving at fast past.
Choosing an attorney is a key part of your personal financial life. Unfortunately, the process of finding the right individual can be confusing and frustrating. As a small firm we can take the time to fully understand you and all your family needs. Every family has different needs and we are able to take the time and add a personal touch so you feel comfortable at every stage of the planning process. It is our intent to have a lasting relationship with you and your family. We can manage and direct your estate plan no matter what life event you are currently experiencing or preparing for.
Unlike other firms, we will provide you with a flat rate fee that will be customized to fit your needs. There will be no hourly fees. You can rest assure that you will know exactly what will be charged and will never receive an unexpected bill for a quick phone call or e-mail.
Another important factor is Funding or transferring your assets into your Trust. Many people have established living trusts in an effort to avoid probate administration, reduce death taxes, or provide management of assets for minor children. However, a great number of these trusts are completely unfunded because it was up to the client to fund or transfer their assets into the trust. If this happens and nothing gets transferred into your trust, your assets will not be protected, you will not avoid probate and worse, you will not have any type of management set up for your children should something happen to you. Since we are a small boutique firm we will take the time and make sure that your trust gets funded with your appropriate assets.
We are here for a life long relationship with you and your family through all of life’s events. The usual protocol of setting up a legal document and putting it to rest in a safe deposit box or file drawer and never thinking about it until a party dies or conflict arises is Not why you are hiring us!
Life has many events and stages. Te following is a partial list of when you need to update your estate plan and we are here to guide you through these stages.
Life Events:
• Marriage
• Birth or adoption
• Divorce
• A substantial change in estate size
• Serious illness of family member
• Change in business interest
• Retirement
• Change in health
• Change in insurability for life insurance
• Purchase of a Home
• Purchase of a second home out of state
• Change in Beneficiary attitudes
• Financial responsibility of a child
• Changes in tax, property or probate and trust law
If there is any question as to the effect of a change in circumstances on your will, trust, buy-sell agreement, asset titles and beneficiary designations, etc, contact us and we will review before a crises arises.
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