We know your first priority in life is always to protect and care for your family. Yet, there may be a day, that you can’t predict when you are unable to do so. The best way to be positive your family is protected whenever that day comes is to have an estate plan.
Estate planning when done right is not about documents and wills, it’s about your family. And to truly take care of your family you need estate planning beyond documents, you need an estate planning attorney that goes beyond simply creating documents. They need to understand the client and their family dynamics, they need to understand each asset the client owns, who controls it if you are disabled and who will receive it upon death, and the client’s goals, wishes and dreams. The attorney must communicate in plain English how the plan will achieve this holistic planning. Most importantly, your plan can’t be static, as you go through life you will experience changes and so too should your estate plan.
This is something we understand at Family Estate Planning Law Group. Every family is unique and different with their own set of goals. The one constant being that every family needs an estate plan. As we said, as your family grows and changes, so should your estate plan. The estate planning needs of a young family with small children are different than those for families with adolescent or adult children. At Family Estate Planning Law Group, we focus on taking care of you and your family and our vast experience means we have many estate planning techniques to use to protect you and your loved ones no matter the circumstances.
In recent years, we have worked with families who have experienced the impact of the drug addiction epidemic and have come alongside them to assist with estate planning changes to help minimize potential financial impacts. For families with a child or loved one with special needs, we know that this will necessitate different estate planning techniques to guard access to government benefits. Other families we have worked with have been concerned about the impact of a potential divorce on a child or heir, or about a child with a less-than-stellar financial track record. For every situation, we want to help you take care of your family.
At Family Estate Planning Law Group, we have worked to address each families’ unique concerns by creating a process that focuses on your needs. In our initial meeting, we listen to your concerns and to what brings you to create an estate plan. Together, we work to create a plan that addresses your goals and concerns now and that will take care of your family when it matters. Working together and communicating clearly during the design process gives an opportunity for you to ask questions and can help clarify why we are using certain techniques
Our tag line, Together, We Plan for Life®, is more than just a phrase, it is our promise. As we have mentioned, you will experience changes throughout life, and we help you plan for each change without charging you extra. We want to work with you and walk through life as part of your team, because we believe in taking care of families. This is why we have an ongoing client care program, through it we fulfil our promise to you to help you take care of your family.
Another unique characteristic of our process is the Family Care Meeting™. We encourage our clients to include their trusted advisors and family members in the planning process by inviting them to this meeting. It allows you, with our facilitation, to educate everyone, the professionals you work with, your trustees/beneficiaries and any family members you deem appropriate, on your estate plan and wishes. Our clients frequently tell us of the peace they have knowing they have communicated their wishes to those who will execute their estate plan. Including both your trusted advisors and beneficiaries allows for them to get to know each other and us and it opens communication between all parties to get to know one another’s roles without the strain of a crisis or grief. We only get as specific in this meeting as you request, and we encourage everyone to ask questions, so we are all on the same page and comfortable the role each person has to play.
At Family Estate Planning Law Group, your family is our priority. We want to help you protect your family, so you have peace of mind knowing that whatever happens, your family is taken care of because you made sure of it.
Ready to learn how we can help you protect your family? Schedule your complimentary consultation today. Our team is eager to meet you and ensure your goals are met.