uses the Three Step Strategy™
to create estate plans that work. Too often plans fail to meet clients' hopes and expectations because the planning process was focused on documents, on speed, or on short-term cost.
Clients often are not aware of available alternatives and are not informed about the cost of settling their estate in probate.
The Three Step Strategy™ is for clients who want more than a simple will or a standard revocable living trust. It is a counseling process, using a team approach, to ensure that a client's dreams and concerns for themselves and their loved ones are reflected in their estate planning documents.
The base plan involves a fully funded revocable living trust, which is reviewed regularly to keep the plan current and ready to deal with changes in the law or the client's situation. Overall costs, including the costs of settling the estate after death, are fully disclosed and controlled.