Effectively.
For any estate plan to work, it has to first take care of (and benefit) the creators of the wealth. Your economic goals and family values will help us design a plan just for you. No two are the same. Then we search for the most efficient and effective ways to redirect your wealth. So what was going to go to the government in estate taxes goes to your heirs and to charity instead.
We have a process that works:
Wealth is a key element of every plan, but family relationships, significance and legacies are sometimes more important. We prefer to focus first on what is really important in people's lives and how they want to impact not just those around them but future generations as well.
After we understand your goals and needs, we begin the estate plan design and implementation process. Naturally, you would participate in the majority of these meetings, where we would discuss, plan and analyze ways to accomplish your goals. These meetings usually last for 1-2 hours each.
The key to the entire process is you. If we know what you want to accomplish, then you can let the process work for you.
It's also worth mentioning that we guarantee we will save you in taxes at least 100 times the fees that we charge.