An Effective Estate Plan Needs To Be Tailored To Your Needs
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 the specifics of estate planning based on your situation, check out our detailed service listings here.
Estate Planning You Can Trust
When you are married with children, estate planning is usually pretty straightforward. You want your spouse making decisions for you if you are incapacitated, and you want to make sure your assets go to your spouse when you die, and then to your children after your spouse is gone.
And, if you are in a second (or third or more) marriage situation with children from a prior marriage (we call this a “blended family”), well it’s an almost guarantee the people you love will end up in conflict, if you don’t plan ahead. Most of all, your wealth isn’t measured just by the dollars in your bank account, but by the well-being of the people you love. You care enough to get your estate planning handled so your family will stay out of court and out of conflict, no matter what.
We have created a process, though, to educate you quickly and effectively so that you can make empowered, informed choices about what you want for the people you love, so that you aren’t simply choosing the cheapest option because you don’t have any other basis for making your decisions. Okay, now having said all that, you probably want to at least know a range of what estate planning will cost.
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With All That Background In Mind
A Family Wealth Planning Session process is $750. An Estate Plan Review and Checkup is $950. Those fees are applicable if you come in fully uneducated without doing any homework ahead of time.
If you’d like to do a little preparation ahead of time, and secure your appointment time with a credit card (though nothing is charged on your card so long as you keep your appointment and turn in your homework in advance), you can follow the instructions and schedule here and use the coupon code indicated to commit that you will do your homework and prepare for the meeting. That saves me time, and saves you money.
Our three levels of planning for a comprehensive plan (or update of your existing plan) range between $2,000 and 8,000, for a married couple, depending on the choices you make during the Family Wealth Planning Session™. If you are single, planning is discounted from there, appropriately.
If after reading this, you are ready to make informed, empowered, educated decisions for the people you love (instead of just shopping around for the cheapest plan, which is unlikely to work when your family needs it), get started by booking your Family Wealth Planning Session (or Estate Plan Review and Check-up) here.