You love your family.
You want to ensure things are as easy as possible for them if and when something happens to you.
You show your love through acts of service. You want to pass on what you have worked so hard for your entire life and do it in a way that feels good and full of ease.
And your wealth isn’t measured just by the dollars in the bank, but by the well-being of the people you love.
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 when something happens.
You are not alone. We are here to help.
For the specifics of estate planning based on your situation, check out our details on our menu under “Who You Are.”
No matter your situation, this important planning will give you peace of mind that the people and things you care about are protected.
Most People Don’t Want To Talk To Their Traditional Lawyer Again
Several years later, you’ll refinance your house or sell it and you’ll buy a new home and forget that you were supposed to let your lawyer know or make sure you kept the title in the name of your trust.
Your children will get older, making your guardianship choices outdated, but you don’t want to call your lawyer because you know you’ll get a bill in the mail two weeks later.
You’ll hear something about a change in the tax law but you figure you’d surely get a letter in the mail from your lawyer if it was something that affected you, so you don’t worry about it.
And, you’d have to dig through boxes to find your trust documents so you could remember your lawyer’s name and find her contact information. Who has time for that?
It’s not until you become incapacitated or die that family finds the binder you stuck up on a shelf several years before and never looked at again.
It is that moment when your family realizes your plan is so outdated that it has nothing to do with your life, your assets or the law.
Your family is at a loss.
They don’t know where to turn or what to do, so they contact the same lawyer you used to prepare the documents, who is as happy as can be to probate your assets, which never made it into the trust.
How Do I Know All This?
Because not too long ago, it happened to my family and I swore it would never happen to my clients when I created my own firm. And since then, I have seen countless clients come in to see me who have had this exact experience.
Unfortunately, what I discovered is the estate planning industry was not designed to serve growing families who experience lots of change on their way to success. It was designed to serve 70- and 80-year olds who were preparing for death.
Our Firm Helps You Prepare For Life
What makes our firm different is that we were built with the needs of growing families in mind. We understand you are BUSY, you are growing, you are planning for a life of prosperity and you value ease, convenience and efficiency.
You are raising children and caring for elderly parents while also working hard to build your own nest egg for a lifetime of support.
You want to know you have made the best decisions for your family and that your plan will work when your loved ones need it most. You want to make sure your minor children would be raised by the people you choose, and never by anyone you wouldn’t want, and that your teens and adult children are properly prepared to care for you and what you leave behind. You want to feel confident that you’ve made the right choices, and handled everything so that you aren’t leaving behind a mess, when something happens.
This is our focus as well.
We have developed unique systems to give you the same access to a Personal Family Lawyer® as was previously only available to the super-wealthy so you can have the guidance you need to build and maintain a life of prosperity and wealth. And, with your Personal Family Lawyer®, you can keep your family out of court and out of conflict, which is the greatest risk to the people you love and all you have created.
We can do all of this even if you have already worked with a traditional lawyer or created DIY documents online.
Our Team Is Here for You
We encourage communication with our clients. In fact, we have thrown out the time clocks so you never have to be afraid to call with a quick question. Everything we do is billed on a flat-fee basis, agreed to in advance, so there are never any surprises.
We have a whole team to serve you. When you call our office to ask your quick question, you won’t have to wait hours or days for a phone call back. You’ll get your question answered, right away. And if you need to schedule a more in-depth legal or strategic call with your Personal Family Lawyer®, a call will be scheduled when you are both available and ready for the call so we can make the very best use of your time and not waste your time by leaving voicemail after voicemail back and forth.
And we ensure the most important details of your planning are followed through on and your plan continues to work throughout your lifetime.
We have a funding coordinator to ensure your assets are owned the right way throughout your lifetime and that none of your assets will end up going through a long, expensive court process or lost to the state department of unclaimed property because they were missed after your death.
We have created unique maintenance programs to keep your plan up-to-date year after year as well as to give you access to our trusted team of legal experts for guidance on any legal or financial matter.
One day you will need a lawyer.
I don’t know why, and I don’t know when but when you do, you will be grateful you can call on us and we’ll be here to advise you.
I would love to send you a copy of Wear Clean Underwear: A Fast, Fun, Friendly – and Essential – Guide to Legal Planning for Busy Families for FREE as my gift to you for considering working with me.
Simply click here to request your free copy and it will immediately arrive in your inbox.
It’s called “Wear Clean Underwear” because your mom always told you to wear clean underwear in case you were in an accident. But once you are a parent, there are important legal planning steps you need to take as well. By the way, the book gets 4.4 stars on Amazon.
Disclaimer: The hiring of a lawyer is an important decision that should not be based solely upon advertisements. Before you decide, contact us to send you free written information about our qualifications and experience. Legal Notice: The material contained in this website has been prepared by Soshnikova Law Group, P.A. for informational purposes only. It is not intended for and should not be construed as legal advice. This information is not intended to create, and receipt of it does not constitute, a lawyer-client relationship. Internet subscribers and online readers should not act upon this information without seeking professional counsel. Do not send information to the firm until you speak with an attorney and receive authorization to send information to us.