As we work with you to create an estate plan that accomplishes all of your objectives, we consider three interrelated things that are components of a broader, comprehensive 360° Prosperity Plan | For Life & LoveD Ones™:
Your personalized estate plan will provide certain protection of your financial assets during your lifetime and will protect those assets from the major risks that can destroy them after you're gone - unintentional disinheritance, probate court, taxes, divorce, lawsuits, and financial immaturity.
Your personalized estate plan will direct how your financial assets will pass when you're gone. A proper estate plan will ensure your wishes by directing that your financial assets pass precisely to the people you choose, in the amounts you choose, and in the manner you choose for each of them in ways that prevent destructive family disputes and lawsuits and instead foster family peace, unity and prosperity.
This component of your plan protects the most meaningful values, stories, traditions, and life lessons that matter. You'll be able to easily curate them and pass them on to loved ones and younger generation family members in ways that deepen family bonds, empower them to live happier, more fullfilled, and more prosperous lives, and ensure that you'll be remembered well for generations.
This component of your plan provides financial security for you and for the people that are important to you and provides the fuel for living well. We work closely with your financial advisor so that this element is seamlessly coordinated to work in perfect harmony with the other elements of your plan.
First Steps. The Estate Planning Essentials Questionnaire will first take you through a series of questions that ask you to provide fundamental information that we need, such as your full legal name, date of birth, names of family members, etc.
Last Steps. At the end of the the Questionnaire, you will have the opportunity to:
