Our Unique Process
Life Plan vs Death Plan
Most of the Trust Documents that we review are “Death Plans.” They are designed to solve problems that ordinarily occur at death: Avoiding Probate, Minimizing Estate Taxes and Distributing the Estate. And while all of these problems are significant, they are only the beginning.
Yet in many situations, the documents stop there.
The most important part of our unique process focuses on reviewing, revising, and monitoring your documents so they work while you and/or your beneficiaries are alive. The provisions and documents in your Plan that address these issues are referred to as the Life Plan.
There are two parts to the “Life Plan:” the “Pre-Death Plan” and the “Post Death Plan.” The Pre-Death Plan includes provisions and documents that address “disability issues”, “proxy documents”, “asset protection provisions”, including nursing home protection, for the benefit of the Trustors. The “Post-Death Plan” includes provisions that address assets protection provisions for the life of the children as well as for life of the grandchildren.
Most of the Trust documents that we review do not adequately address either the “Pre-Death Plan” or the “Post-Death Plan.” Many documents don’t address these issues at all. Our unique process has been designed, developed, and continually improved to help people in their desire to protect their home, spouse, family, and life savings.
What Our Clients Experience
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