Services

02. Estate Planning

Estate Planning Services

    Estate planning is for everyone, not just the wealthy, the aging, or the ill. Anyone can become disabled at any time. One of the most important steps you can take to protect yourself and your loved ones is to establish an estate plan. A well-designed estate plan provide for loved ones, including minor children or aging parents, provide for incapacity, avoid probate at death, reduce or eliminate estate taxes, and provide for charitable organizations.

 

    Kevin meets with individuals and families to review their personal and financial situation, including their needs, concerns, hopes and goals, and explain the options available to them based on their situation. Once their estate plan is in place, his clients enjoy peace of mind knowing they have provided for themselves and their loved ones if an unexpected crisis occurs. As goals and circumstances change, his clients are confident knowing they have a solid foundation to build on.

 Kevin's estate planning knowledge and experience include the following.

  • Advance directives

  • Advising clients

  • Charitable remainder trusts

  • Health care surrogate designations

  • Irrevocable life insurance trusts

  • Irrevocable trusts

  • Living trusts

  • Living wills

  • Post-marital agreements.

  • Powers of attorney

  • Prenuptial agreements

  • Special needs trusts

  • Wills

Checking Text on a Document

The Estate Planning Process

PRE-CONSULTATION
We work with your referring advisor, so we can understand your financial background, your situation and
needs. During this part of the estate planning process, you will complete our Estate Planning Deficiencies
Check-Up, provide us with basic contact information, and begin to identify and express your goals and
concerns using our Estate Planning Design Questionnaire. Click here to download our list of important documents you

should bring with you if available.

INITIAL CONSULTATION
We will discuss in detail your background and family, goals and concerns, and any issues identified in the
Estate Planning Design Questionnaire that require further consideration.
At the end of this meeting, a fee range will be quoted based on a preliminary plan design.

DESIGN MEETING
During this meeting, your proposed estate plan design will be presented to you in plain English and with
easy to understand outlines and diagrams. Together, we will work through the details of the proposed
plan to create a customized estate plan strategy that meets your goals and objectives while addressing
your concerns and anxieties.

DELIVERY MEETING
We review the documents to ensure that you understand your estate plan and that it meets your goals and
objectives. If you want us to do so, we will also educate your family members, executors, trustees, agents
and beneficiaries about your plan, their roles in the plan, and why the plan is designed as it is. At this
point, you will also sign the legal documents to implement the estate plan.
Note: We take confidentiality very seriously. Subject to certain limitations, nothing about your estate plan
will be revealed unless you specifically authorize us to release it.

FUNDING
Once the estate plan documents have been executed, we assist you with beneficiary designation changes
and other funding issues to ensure the planning is effective and works as designed.


LONG-TERM CLIENT CARE
For members of our Estate Care Program, among other benefits, we review their estate plan annually in
light of any changes in their family, finances, the law, or new planning strategies to help ensure their plan
continues to carry out its original intent.
 

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