By completing the Questionnaire starting on the next page, you will be taking the first big step towards ensuring that you and your loved ones are taken care of!
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 broader, comprehensive planning that we call 360° Protection PlanNING >> Prosperity For Life & Loved Ones™.
We will thoughtfully engineer your plan to be an evergreen platform that will not only provide protection, but it will also prevent common disasters as well as foster family peace, unity and prosperity for you and your loved ones for generations!
Your personalized estate plan will protect your financial assets during your lifetime and will prevent common disasters that can destroy them after you're gone.
It will protect you and your loved ones against:
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 right people in the right amounts in a way that is fully protected.
You will get innovative techniques infused into your estate planning that are purposefully engineered to prevent destructive family disputes and lawsuits that are all too common and instead foster family peace, unity and prosperity.
Your legacy plan will protect your deeply meaningful human wealth that is entirely focused on meaningful things that maximize personal relationships.
You'll be able to easily curate and share life treasures such as meaningful stories, values, traditions, wisdom, and life lessons with loved ones and future generations in ways that deepen family bonds, empower loved ones 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 necessary personal and family information, such as your full legal name, address, marital status, names of family members, etc.
Last Steps. As you fill out the Questionnaire, you may think of some questions you want to ask or additional information you want to tell us about. You will be able to do so at the end of the Questionnaire where you will have the opportunity to: