Most People Don’t Want to Talk to Their Traditional Lawyer Again

Several years later, you’ll refinance your house or sell it and buy a new one and forget that you were supposed to let your lawyer know or make sure you kept the title in the name of the trust.

Your children will get older, making your guardianship choices outdated, but you don’t want to call your lawyer because you know you’ll get a bill in the mail two weeks later.

You’ll hear something about a change in the tax law, but you figure you’d surely get a letter in the mail from your lawyer if it was something that affected you, so you don’t worry about it.  And, you’d have to dig through boxes to find your trust documents so you could remember your lawyer’s name and find her contact information.  Who has time for that?

It’s not until you become incapacitated or die and your family finds the binder you stuck up on a shelf several years before and never looked at again.

It is that moment when your family realizes your plan is so outdated that it has nothing to do with your life, your assets, or the law.

Your family is at a loss.

They don’t know where to turn or what to do, so they contact the same lawyer you used to prepare the documents, who is as happy as can be to probate your assets, which never made it into the trust.

My Firm Prepares You for Life

I built the firm with the needs of growing families in mind. I understand you are BUSY, you are growing, you are planning for a life of prosperity and you value ease, convenience and efficiency.

You are raising children, and caring for elderly parents, while also working hard to build your own nest egg for a lifetime of support.

You want to know you’ve made the best decisions for your family and that your plan will work when your loved ones need it most. You want to make sure your minor children would be raised by the people you choose, and never by anyone you wouldn’t want, and that your teens and adult children are properly prepared to care for you and what you leave behind.  You want to feel confident that you’ve made the right choices, and handled everything so that you aren’t leaving behind a mess, when something happens.

This is my focus as well.

I’ve developed unique systems to give you the same access to a specialized attorney as was previously only available to the super-wealthy, so you can have the guidance you need to build and maintain a life of prosperity and wealth. And, to keep your family out of court and out of conflict, which is the greatest risk to the people you love and all you have created.

I can do all of this even if you’ve already worked with a traditional lawyer or created DIY documents online.

I Help You Transfer Your “Family Wealth”

Lastly, I believe your financial wealth is only a small part of your overall Family Wealth.

Your “Family Wealth” which is made up of your far more valuable – and most often lost upon incapacity or death – intellectual, spiritual and human assets.

These assets are what make you who you are, and sum up what’s most important to you.

And, a survey of inheritors has revealed that what they care about even more than inheriting your money, is inheriting these intangible assets. 

Most estate plans only focus on the transfer of your financial wealth to the next generation. Most people have such great intentions of passing on the intangible, but very few ever get around to it. It’s just not a priority, until it’s too late. How much do you know about your grandparents’ values? Their most prized personal possessions? How they felt about you? What they had learned during their lifetime?

If you are like most people, you know very little.

That’s why I design estate plans that capture and pass these most valuable assets to the people you love.

Not only will we help you pass on your money, but also your values, your insights, your stories and your experience – the truly valuable assets your loved one’s care about the most.

I can’t go into all of the details here, but we’ll definitely talk about it when you come in for your Family Wealth Planning Session.

I look forward to seeing you and caring for your family soon!