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Legacy Planning Session

YOUR LEGACY PLANNING SESSION INCLUDES:

A comprehensive Family Wealth Inventory

to help you get extremely organized and set the stage so your attorney can do a thorough analysis of your unique situation.

Attorney time reviewing your Family Wealth Inventory and your other financial documents analyzing tax, inheritance, and liability aspects so when you come in for your session your attorney is prepared and ready.

Attorney time reviewing any prior estate planning documents with a 50-point analysis. Every estate plan in unique so your attorney has to carefully consider every line.

A two-hour planning session with your attorney to learn about the tax, inheritance and liability laws that apply to your unique situation and design the estate plan that fits you and your goals. At Fine Point Law there is no such thing as a standard plan. We spend so much time educating you we often refer to this as a Family Legacy Private Seminar!

A frank and eye-opening discussion on sensitive matters relating to child guardianship, your health care as you age, and how to set up emergency safety nets for help in a crisis.

Our estate plans always include one of our popular programs: Child Safety Net System, Inner Circle, or a Fledgling Package -- at no additional cost.

Legal Services for Trustees and Executors

When the role of Trustee or Executor falls on you often times there is a whole family relying on you getting it right. Unfortunately, there are a lot of legal landmines when you are helping close out a loved ones estate and, if done improperly, the explosions can affect relationships for generations. The good news is that there is a lot of opportunity to maximize distributions with proper tax & legal strategy. We have created organized, fail safe systems for our clients so you know you are in full compliance with the law and the wishes of your deceased family.

We analyze your business idea from every legal perspective -- entity choice, tax strategy, protecting intellectual property, and founders agreements.

We analyze everything you've got and educate you on where you are at currently with your business legal foundation. You will come away organized and positioned with sound legal, tax, insurance and finacial advice.

General Legal Consulting

Have a legal issue that doesn't fit with one of these categories? Use this link to book an appointment.

Current clients use this link to book appointments.