“We feel so much better having the trust all settled. Thank you and your wonderful staff!”

- Gene & Marsha S.

DEVELOPING A LIVING TRUST-CENTERED ESTATE PLAN

After meeting with many clients to discuss their estate planning, our office has recommended Revocable Living Trusts as the cornerstone for virtually all of their estate plans. A living trust offers complete control to clients during their lifetime, provides for them and their loved ones in the event of their incapacity, and on death allows them to pass their assets to their loved ones without the costs, delays and publicity associated with probate.

We start with the premise that every estate, regardless of size, is an important one. Whatever the size of your estate, you have spent your life accumulating it and want to preserve it from unnecessary taxes and administration fees and costs so that you can plan in a meaningful way for those you care about.

Our comprehensive process incorporates at least three meetings. At the Initial Conference, we will review your assets with you and learn about you and your loved ones. I do a lot of listening at this meeting, and ask some questions. After you have taught me about you and your family, I will then explain some of the most important aspects of estate planning and the law.

At our next meeting, the Design Meeting, we will concentrate on creating an estate plan custom-designed to meet your specific needs and goals. At the end of this meeting, I will quote you a flat fee for drafting and implementing the plan we have designed.

About four weeks following the Design Meeting, you will return to our office for the Trust Signing Ceremony. At this time, we will have prepared your entire estate plan and we will review it with you in detail, carefully explaining each document and pointing out what the documents do for you and how they interact with each other. If the plan meets with your approval, you may sign the documents and put your comprehensive estate plan to work for you.

It is always my goal to work closely with you to provide you with the information you need to make good choices for yourself and your loved ones. If ever my staff or I can answer any questions or concerns, please do not hesitate to contact our office; we welcome your calls.