Our Estate Planning Steps
Step 1: Create Your Rule Book
Your family is unique. No form document is going to fit your family. That’s why crafting an estate plan takes skill and experience to use the estate planning tools available – a will, trust, power of attorney, advance health care directive, and mold them to fit your family and your desires. Your voice needs to be heard in all these documents.
- A father wanted to make sure that there is no fighting between his children, so we added a clause that reduces by half the share of any beneficiary that unsuccessfully challenges the actions of his trustee.
- Parents wanted to ensure that if their son-in-law ever became their ex-son-in-law he wouldn’t be able to get his hands on their money. We equipped their children with their own protective trusts, ensuring their inheritance would be safe from the threat of divorce, creditors, and even lawsuits.