The Customized Protective Estate Planning Solution™
A Unique Estate Planning Process that Protects and Provides for
You and Your Loved Ones™
- The First Step Process™
We gather and review your information and your existing Estate Plan prior to our first meeting. We are well prepared and efficient in our first meeting.
- The Estate Concerns & Goals Conversation™
As we begin our first meeting, we work together to identify all of your assets and the strengths and weaknesses of your loved ones. From our 30 years of legal experience we help you understand how Estate Planning works and how especially we would protect and provide for you and your loved ones and avoid Taxes and Probate Costs as together we design your Individual Customized Protective Estate Plan™.
- The Protect & Provide for Your Family Process™ Through Your Individual Customized Protective Estate Plan™
In our first meeting together we design your Individual Customized Protective Estate Plan™ to keep you in control if you become Mentally Disabled. We plan to protect the surviving spouse in the event of lawsuit. We plan to keep your assets in your family and provide Remarriage Protection. We plan to protect your loved ones or children in the event they are in a lawsuit or a divorce. We plan for Special Needs and Addiction as needed. We can plan to protect your children from Squandering their inheritance. We may plan for grandchildren or to provide college education.
- The Avoiding Taxes & Probate Costs Process™ Through Your Individual Customized Protective Estate Plan™
At the end of our first meeting, as part of our Individual Customized Protective Estate Plan™, we design and plan to avoid or limit the very expensive (up to 50%) Estate Taxes and Capital Gains Taxes. We plan to avoid the expense, delay and publicity of Probate Court with Court Costs that can reach $6,000 per person, Administrative fees that can cost 7% of your total Estate and delay times that can reach several years
- Activating the Customized Protective Estate Plan Solution™
At our signing meeting you and Attorney Steven Andrew Jackson review in detail your Individual Customized Protective Estate Plan™ so that you understand your Plan and that it meets your Goals. We review all the Protections built in for you, your spouse and your children. We fine tune any modifications to better protect and provide for your family. Together we review how the Tax and Probate Avoidance Planning works for your particular Individual Customized Protective Estate Plan™.
- The Coordinate with Advisors Process™
We will coordinate with your other professional advisors: Financial Advisors, Certified Financial Planners, Certified Public Accountants, Insurance Professionals and other Attorneys or professionals that you want us to communicate with. That way your team works together on your behalf.
- The Retitling Process™
We work together to retitle your property into your Trusts so that you have the advantages of having Control and Protection for you and your loved ones and also to avoid unnecessary delays and costs of Estate Taxes and Probate Costs.
- The Legal Update Process™ The LifePlan System™
In our Formal Legal Update Program entitled The LifePlan System™, we work together with you to keep your Individual Customized Protective Estate Plan™ current as the law changes – which it always has. We also have exclusive classes for you and your family to review how Estate Planning works to refresh you on your Plans and to help your family understand their roles in your Individual Customized Protective Estate Plan™. We know the law will change, what you own will change, and your relationships will change. Our Formal Legal Update Program – The LifePlan System™ works with you to keep your Customized Protective Estate Plan™ current with those changes. That way we can continue to Protect and Provide for your Family, Avoid Burdensome Taxes and Probate Costs and keep you in Control.