Individuals & Families: Planning for the Ones You Love
Our process begins with a Family Wealth Planning Session. Before the Session you will complete homework that will have you feeling more organized and put together than you have in a long time. Maybe ever.
During the Session, we will look at what would happen to all of what you have and everyone you love, if anything were to happen to you.
Then, we'll determine a plan together to make sure everything goes the way you want it to, so you are always in control. And, so your family always knows just how much you care.
Should we decide there are things we can do to take care of your family better than they are taken care of now, we will present you with planning options that allow you to decide on your fee and the level of service that is right for you and your family.
- Your Family Lawyer For Life
- More Than Just Your Money: Leaving a Real Legacy – Who You Are & What's Important to You
- Planning For Your Children
Your Family and Mine Are Different
We are all unique. Your childhood experiences were different than your best friend, your job duties are different, your family situations are different, and so on. It turns out we aren't all the same, that's why estate planning is an individualized process and can't be accomplished with the standardized DIY tools found on the internet.
You may be single, married, have children or not. The one common denominator is that you truly and deeply care about the people in your life, and you want to make things as easy as possible for them, if and when something happens to you.
Your wealth isn't measured just by the dollars in the bank, but by the well-being of the people you love.
To read up on some specifics of estate planning based on your situation, check out our detailed service listings here.
- Married People With Children
- Single Parents
- Blended Families
- Life Partners With or Without Children
- Married or Single People Without Children
We are just a phone call away at (817) 261-5000 or you can click the following link to set up a FREE 15 minute consultation. Make sure you mention that you have reviewed this page. We're ready to answer whatever questions you have.