Estate planning is not an undertaking reserved for the wealthy. It is for anyone who wishes to provide a clear set of instructions to ensure that, in the event of disability or incapacity, they and their loved ones are provided for. It is also for anyone who wishes to have the ability to give what they have to whom they want, the way they want, and when they want, and who, in doing so, wants to save every last tax dollar, professional fee and court cost possible. That is our planning goal for all of our clients.
Estate planning is more than the preparation of documents. Our goal, when helping individuals and families with their estate planning, is not simply to prepare documents that are technically in compliance with the maze of tax and other laws that affect our clients. To us, estate planning is a creative process that involves setting and defining our clients’ goals, helping our clients become familiar with the planning options available to them, determining the best tools appropriate to accomplish each client’s unique goals, and then designing, drafting and implementing the estate plan. We are not in the business of selling documents.
It is important to us that our clients understand the estate plan we design for them, and it is equally important that a well written plan be properly implemented. For an estate plan to work as designed and intended, property must be properly titled and beneficiaries must be properly designated on life insurance policies, annuities and retirement plans. We are willing to accept responsibility for ensuring that those items are done as part of our estate planning services.
We have the knowledge and ability to design and implement estate plans using both revocable and irrevocable trusts, family limited partnerships, limited liability companies, charitable lead and remainder trusts, and a wide variety of other techniques for the purpose of efficiently transferring wealth to succeeding generations of beneficiaries. We also have the experience to efficiently assist our clients with probate and trust administration.
Our estate planning lawyers are members of WealthCounsel, an alliance of estate planning lawyers from across the country who are committed to providing the highest quality educational programs, support and planning techniques to better serve their clients. Our estate planning practice is built on the belief that proper estate planning requires:
• An approach where our clients’ wants and goals become the overriding objective, not what someone else tells our clients they should have.
• A willingness to take the time to listen
• The desire and ability to work with our clients’ other professional advisors.
• An exceptional knowledge and understanding of estate planning principles, the commitment to continually improve our estate planning knowledge, and master new and innovative planning techniques, and the ability to draft documents that are understandable to our clients.
• The assurance that our clients will never be surprised by a fee. Fees will always be quoted in advance and be approved by our clients before any work is done.
• The timely delivery of work product, as promised.
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