Our Process

Life Planning

We work with our clients to help them achieve the following goal:

• Control and protect their property while alive and well
• Plan for loved ones if they become disabled
• Give their property:
    • To whom they want
    • When they want
    • The way they want

All while assuring their wealth is transferred along with Wisdom - the passing of one’s values, insights and stories for future generations.

To do this, we first seek to understand clients’ goals and objectives. Often we do this in the form of a conversation using SunBridge Legacy Builder Network's “Priceless Conversations™”.

We also like to understand the financial situation.  To help us, we work closely with allied professionals in the financial planning area such as Certified Financial Planners (CFP’s).  Since taxes can be an important issue as well, we may work with tax experts like CPA’s.

Once we understand the overall picture, we work together with other advisors to help clients achieve their goals.  This may include helping to plan an ‘exit strategy’ from a business or to increase charitable giving during lifetime in order to reduce income tax liability.

We also help clients prepare for the worst in terms of medical emergencies by putting together a series of documents that will ensure their designated loved ones have the tools to make medical decisions on their behalf; have access to medical records and can be contacted in the event of an emergency.  To do this, most of our clients receive a wallet size card that ensures they can access this important information in times of crisis.

Perhaps most importantly...
We offer our clients the ability to UPDATE their plans annually. 

As part of the Three Step Strategy™ program developed by The National Network of Estate Planning Attorneys, we offer a system to revisit our clients’ goals and objectives, their assets and their choices for important roles in their plans.  We help clients keep their plans up to date based on changes in their lives, the law and our learning about best practices.  Each year our firm holds an Annual Client Meeting to give general information about changes which may affect them and we schedule periodic review meetings with clients who choose to remain in our Annual Maintenance Program.  This way, estate plans do not become ‘stale’ and they are regularly revised so that they actually produce the intended results.

You're leaving a legacy. Leave the best one.
For more information, please: