The Customized Protective Estate Planning Solution™
A Unique Estate Planning Process that Protects and Provides for You and Your Loved Ones™
- The First Step™
We gather and review your information and your existing Estate Plan prior to our first meeting. Our Unique Goals & Concerns Identifier™ helps you focus. We are well prepared and efficient in our first meeting.
2. The Estate Concerns & Goals Conversation™
We will work together to identify all of your assets and the strengths and weaknesses of your loved ones.
From our 35 years of legal experience we help you understand how Estate Planning works, how 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™.
3. Protecting You & Yours™
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 a car wreck lawsuit or remarriage.
We plan to keep your assets in your family.
We plan to protect your loved ones or children in the event they are in a car wreck 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.
4. Taxes & Probate Avoider™
As part of our Individual Customized Protective Estate Plan™, we plan to avoid or limit the very expensive Estate Taxes and Capital Gains Taxes.
We also plan to avoid the expense, delay and publicity of Probate Court. This includes Court Costs that can be up to $6,000 per person, or $12,000 a couple. Administrative fees can be 7% of your total Estate. Average Probate Court time can be 18 – 24 months.
5. Activating the Plan™
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 see that it meets your Goals.
We review all the protections built in for you, your spouse and your loved ones.
We fine tune any modifications to better protect and provide for your loved ones.
Together we review how the Tax and Probate Avoidance Planning works for your particular Individual Customized Protective Estate Plan™.
6. Coordinating with Advisors™
We coordinate with your other professional advisors: Financial Advisors, Certified Financial Planners, Accountants, Insurance Professionals and other Attorneys or professionals that you want us to communicate with. That way your team works together on your behalf.
7. 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.
8. 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.
The law will change. We also have exclusive classes for you and your loved ones to review how your Customized Protective Estate Plan™ works. This will refresh you on your Plan and teach your helpers their role.
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 you and your loved ones, Avoid Burdensome Taxes and Probate Costs and keep you in Control.
Our estate planning process is unique because of you and changing social & cultural trends and changing priorities. It’s not just about the taxes and the laws – it’s about listening to you and understanding what makes your situation different. Click here to read our blog post for more information about your unique situation.