How We Are Different
Our Firm Helps You Build Your Legacy and Protect It
What makes our firm different is that we were built with the needs of entrepreneurs and growing families in mind. We 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 business in creating a solid legal foundation that will allow you to grow your legacy and limit your exposure to lawsuits and personal liability. You also want to have peace of mind that your legacy will be protected and your estate 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.
That is our focus as well. We’ve developed unique systems to give you the same access to a Personal Family Lawyer® 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, even if you’ve already worked with a traditional lawyer or created documents online.
We Are Here For You
We encourage communication with our clients. In fact, we’ve thrown out the time clocks so you never have to be afraid to call with a quick question. Everything we do is billed on a flat-fee basis, agreed to in advance, so there are never any surprises.
We are here to serve you. When you call our office to ask your quick question, you won’t have to wait hours or days for a phone call back. And, if you need to schedule a more in-depth legal or strategic call with us, a call will be scheduled when we're both available and ready for the call so we can make the very best use of your time.
And, we ensure the most important details of your business and planning are followed through on and continues to work throughout your lifetime.
We have a “funding coordinator” to ensure your assets are owned the right way throughout your lifetime and none of your assets will end up going through a long, expensive court process or being lost to the state because they were missed after your death.
We’ve created unique membership programs to provide you with ongoing legal advisory services to protect your business and update your estate plan so you know it will work when you need it.
We Help You Transfer Your “Family Wealth”
Lastly, we believe your financial wealth is only a small part of your overall “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 we build the capture and passage of these most valuable assets into every estate plan we create. 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.
We’ve developed a tool that allows us to capture and pass on your whole family wealth, including your Intellectual, Spiritual and Human assets. I can’t go into all of the details here, but we’ll definitely talk about it when we meet. Book your two hour Family Wealth Planning Session here.