You’ve heard the term “estate planning,” but you might think it’s just for the super-rich or that it’s a one-time chore. The truth is, it’s about making sure your loved ones are taken care of, no matter what. A plan is only good if it works when your family needs it most.
Before you sign any documents, you need to understand your options. First, we have you do your homework, so we are all prepared for our first meeting together. We provide a simple, structured process to gather the key information we’ll need. This preparation is a crucial step that ensures your plan works not just in theory, but actually, in real life.
Next, we give you the knowledge you need to make smart, confident decisions in your initial Estate Planning and Design Session. This is where we get to know you and guide you, helping you build a plan that truly reflects your family, your assets, and your goals. You choose from various planning options. It’s all about creating a comprehensive plan that works for you, not a cookie-cutter form. We’ll review what you have now, identify any gaps, and design a plan that gives you true peace of mind. We’ll go beyond the basic documents to create a comprehensive strategy that keeps your family out of court and conflict and a roadmap that guides you and your family for years to come.
Our Document Review Session gives you an opportunity to review, confirm and understand the good planning that you’ve done – a step traditional planning leaves out. Aligning your assets is a step most traditional plans miss, and why so many of them fail. We dedicate a significant amount of time to ensure your accounts, property, and investments are titled correctly and aligned with your plan. This ensures nothing gets lost and everything passes on to the right people.
At your Signing Session, you won’t just be checking a box – you’ll understand every choice you’ve made and why you made it. You’ll walk away with confidence in your plan and in yourself.
Finally, when you can’t be there, your loved ones won’t be left to figure things out alone. They’ll have a trusted guide to turn to with a Personal Family Attorney who knows your plan and will be there to help them every step of the way. Our approach is all about relationships and making sure your plan works. Your family’s future depends on it.
Ready to get started? Consult a professional who has your best interests in mind, not someone who only focuses on after death documents. Estate Planning is also about what happens while you’re still living. Learn the best way to protect yourself and your family while you’re still living and after you’re gone and keep everyone out of court and conflict.
Call Today: 718.514.7575 or 732.333.1854.
By Monet Binder, Esq.
