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Our
Process
Our estate planning process
begins with a free initial conference, lasting 2 to 3 hours. During
this conference we get to know you and your goals. If you decide to
move forward, we design a plan to meet your needs and goals.
We will discuss things in plain English (not legalize). Within 30
days of your decision to do an estate plan, you will be back in our
office to review and sign your documents. Your plan will be written
in a manner that is easy to understand and we will review it with
you page by page and paragraph by paragraph. If you would like, we
will transfer your assets to your trust for you.
Your estate plan will provide
detailed instructions for your agents and successors trustees as to
your wishes in the event you are disabled. In the case of a married
couple, the plan can be designed to protect your estate for your
loved ones should the surviving spouse remarry after the death of
the first spouse. Furthermore, the plan can be designed to protect
your childrens inheritance from divorcing spouses and, in most
cases, from lawsuits. The plan can also be designed to minimize
estate taxes and can permanently exempt $4,000,000,
for a married couple, and $2,000,000 for a single person, from
estate taxes.
We have
a trust maintenance program designed to keep our clients estate
plans up to date as to law changes and changes in their personal
situations. This program involves an annual meeting to review the
clients personal situation, to check assets values, and to make sure
any new assets are titled properly. If you are like a majority of
American, you have procrastinated about doing an estate plan. But
as the old saying goes, the only certainties in life are death and
taxes, thus you need to have an estate plan before it is too late.
Call (314) 579-9400 to schedule your free consultation to discuss
creating an estate plan or, if you already have already done some
estate planning, to review your existing plan.
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