Are you someone:
- who has had an estate plan done, but who knows or suspects that somehow it is incomplete or lacking?
- who has purchased a boiler-plate estate plan from a living trust company rather than engaging the professional services of a specialist?
- who has not yet begun to plan for themselves and their families but would like to do so?
If you have had an
estate planning done, but are uncomfortable with that planning, our firm will
enable you to review what you have done. We will show you whether or not it is
in your best interests to make additions or changes in your planning, so that
you can fine-tune your plan.
If you have not yet
accomplished any planning, we will show you - from the very beginning - the
right way to effectively and efficiently complete your estate plan.
We will assist you to
implement a modern living-trust-centered estate plan, from beginning to end. We
will provide you with step-by-step advice, that has helped many clients over
our forty-plus years of practice experience.
We endeavour to
utilize the best workable estate planning strategies and practicalities. We
explain how you can formulate your estate planning goals, and how to work
profitably from the beginning all the way through to the successful completion
of your estate planning documentation.
We explain what
estate planning is, and what you should expect to accomplish. We determine what
a living trust-centered estate plan should look like, so you can clearly see a
picture of your objectives.
We determine the
process of precisely what you should and should not do, to make your estate
planning process effective and pleasant. It encompasses professional planning
secrets and empowers you.
We also advise how to
take best advantage of the planning talents, of your accountant, financial
planner and stock broker. We share with you those planning matters that each of
your advisers is good at and enjoys accomplishing, and those tasks which he or
she is not so good at and would rather delegate.
We will explain to
you the legal language of your plan, and how could we actively participate in
making sure that your assets would be placed safely into the protection of your
living trust. We would assist you in how to determine the funding of your trust
and how you and your accountants, financial advisers and stock brokers, should
complete various aspects of your trust funding.
We would warn you of
hidden planning dangers, while stepping you through the procedures for getting
your assets into the protection of your trust. Our documentation makes your
trust endure particularly following your disability or death. We share them in
the hope that your estate planning efforts will succeed because of proper
follow-through.
Our practice
endeavours to prompt action. It gives you many options every step of the way
and empowers you to make the right choices at the right time, to maximize your
and your family’s emotional and financial successes. It is based on the simple
philosophy that knowledge should be with action.
