How We Are Different

Most estate planning attorneys end the process of planning once the documents are signed and delivered. Clients take their plan documents home, file them away in a drawer and never look at them again. Years later, they have little idea of how their plan works, what goals are included and whether any changes are needed.

Most often there has been little or no “funding” of the plan. No one has taken responsibility for making that your assets follow your plan. This part of the process is  critically important  because if title and beneficiary designations are not coordinated with your plan, it is unlikely that your plan will work the way you expect and want it to.

In the traditional estate planning model, no one keeps in touch with you to let you know about changes in the law or to learn about changes in your life that could make your old plan ineffective.

Over the past 13 years I have reviewed hundreds of  plans and  this is what I have learned.  95 percent of estate plans are destined to fail. Part of the problem is that no one ever took the time to coordinate title and beneficiary designations with the estate plan.

Building in a regular review and updating process is what is needed. This gives assurance  that  your life and estate plan will work  the way you intended,   at the exact time when you need it to work.

That way you can be sure to protect yourself and your family and the investment you have made in the planning.

In order to make sure our clients’ goals are all carried out we pay special attention to the funding process and periodic review and updating of the plans.

We also offer our clients a systematic approach designed  to streamline the ongoing review and updating of your plan that makes it easy and reliable.

With the Lifetime Protection Program you will have the security of knowing that your plan will always accomplish your goals and be effective, exactly when it is most needed, even as laws change and as your life, assets and family undergo changes.

We also offer a variety of  to help you capture yoiur Personal and Family Legacy so that your grandchildren and all the generations who come after you  receive the benefit of knowing their important family history and and stories that have made you and your family who you are today.