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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.
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.