We ensure the most important details of your planning are followed through on and your plan continues to work throughout your lifetime.
We’ve created unique membership programs to keep your plan up to give you access to our Trusted Team for guidance on any legal or financial matter. One day you will need a lawyer. I don’t know why and I don’t know when, but when you do, you will be grateful you can call on us and we’ll be here to advise you or get you out of a jam.
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, Intellectual, Spiritual and Human assets – who you are and what’s important to you.
Most estate plans are only able to transfer your financial wealth onto the next generation. The intangible nature of your much greater wealth has made it difficult to capture and it is most often lost when someone passes. 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. But, the wealthiest families capture these assets and pass them along right with their financial wealth. And, that’s part of the reason the rich keep getting richer. It’s your turn now.
We’ve developed a tool that allows us to pass on far more than just your money — 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 when you come into meet with your Family Business Lawyer™.
We look forward to seeing you and caring for your family soon!
PS – if you think this all sounds expensive, well, you are right and you’re wrong. I can guarantee you that if you qualify to meet if our team that your planning is substantially less costly than it would be for your family if you died with a plan that didn’t work or if you didn’t have a plan in place at all. And, I’ve never had a single family who believed in this kind of planning and wanted to put it in place for their loved ones leave my office because they couldn’t afford it. We’ve made creative financing available to our clients because we know that this planning is the foundation for a life of success!