1) "My portfolio is way down, should I wait to do my estate plan?"
With assets at decade's low valuations and historically low interest rates, now is an ideal time to go thru the planning process.
2) "I do not want to run out of money, so why should I "lock up" my money in complicated trusts?"
This is a question we often hear. Our specialty is working with a portion of your assets and insuring that you always have the control you desire. Our clients receive a customized plan that fits their needs, wants and circumstances.
3) "How can I be sure that you and my other advisors are not doing redundant work?"
We design a process that clearly spells out each of the critical steps ... and which advisor does what steps in the process. This allows us to work seamlessly and avoid the client being billed for duplicated efforts.
4) "My current attorney specializes in general law; can you suggest a top tax and estate attorney for me?"
Based on your needs, we can absolutely recommend an attorney that can fit your requirements.
5) "I have the best tax lawyer in New York City, so do I really need you?"
Maybe yes, Maybe no. Has your attorney demonstrated how to completely eliminate your estate taxes? Provided 30 year financial projections that tie directly into your customized plan? Offered easy to understand analogies regarding advanced techniques and negotiated superior underwriting? Created a full color manual for trustees and heirs in future generations to follow your wishes? Lastly, don't forget to inquire about our 100 times savings guarantee.
6) "How do you charge for your planning expertise?"
There are two parts to the plan, the current scenario and the proposed scenario. To analyze your current situation and review your current documents there is a fee of $1000. For the proposed plan the fee is determined during the analysis of the current situation and is naturally impacted by the complexity of the plan.
7) "What is your experience in this field?"
Our team has been helping to eliminate estate taxes for decades for hundreds of high net worth families.
8) "How long does the process take and about how many meetings will we attend?"
Each client is unique, but our average process takes approximately 3-6 months to complete. A client can anticipate attending 4-6 meetings.
9) "What is my risk in your style of planning?"
Only IRS-approved techniques are used. Our style is conservative and we will only execute a plan when all your advisors feel confident that it is in your best interest.
10) "Where do your clients come from?"
We have developed steadfast strategic relationships with executives at non-profits, numerous law firms, accountants and bank trust officers who introduce us to clients. We also have a steady flow of referrals from our clients.