Estate Planning, Wills, and Trusts

More than just documents

Do you have a plan for building wealth and passing it on to your kids?

It's a lot easier than you think.

 

Scroll down to learn more about or to schedule a Family Wealth Planning Session.

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Estate planning is different here

You actually learn stuff, make smart choices, and save your hard-earned money.

Here's what a few clients have said about the experience . . .

 
 
 

It All Starts with a Family Wealth Planning Session

In a Family Wealth Planning Session, you learn all about the choices you have to pass your wealth to those you love, to avoid estate taxes, and to really protect your kids from predators, opportunists, and themselves.

Just what is a Family Wealth Planning Session?

 

Frequently Asked Questions

About the Family Wealth Planning Session

At the end of a Family Wealth Planning Session, you will likely know more about estate planning than most lawyers do. You'll be able to make informed decisions about your own situation. You'll be able to design a plan that will actually work when you need it most. And rather than just get a big stack of documents that you don't really understand, you'll actually know what you have, how to use it, and how to really take care of your loved ones after you've passed on.

At your Family Wealth Planning Session, we will go through a TON of information. You'll learn exactly how estate planning works and how the law will address your specific situation. You'll learn about the various options available to you to reduce costs, speed up the process, reduce or completely eliminate estate taxes, and much, much more. And if you decide to move forward with a plan (almost everyone does), then we'll actually design your plan with you during the Family Wealth Planning Session. The whole process takes about 2 1/2 hours. But don't worry. Most people actually think it's fun. (Crazy, I know.)

Although a Family Wealth Planning Session usually costs $750, this fee can be eliminated. Watch the video immediately above these FAQs to learn how to eliminate the fee.

There are plenty of places you can go to get a simple will. But whether a will is what you really need is a question that can only be answered by you after you have learned about the many issues that will affect you and your family members given your unique situation and circumstances.

It may well be that a will is perfect for you. Or it may not actually meet your needs and desires at all. Don't you want to know if it fits before you spend money on it?

Too many people, because all they know about wills is what they've heard on television or in the movies, get a will without knowing anything about them. And most lawyers aren't in the education business, so they simply give you what you ask for and of course, they bill you for it. And then when you die, your family suffers the consequences of poor planning. It's a common tragedy that can be easily avoided.

Don't cause your family trouble unnecessarily. Get educated through a Family Wealth Planning Session so you can make an informed decision about exactly what you need and why you need it.

If you live in Utah or outside the Puget Sound area in Washington, then we can meet "virtually" for a Family Wealth Planning Session. Otherwise, we'll have to meet in person.

When we meet "virtually," we meet using video conferencing over the internet, usually using Zoom, an online application. It is very easy to use and it allows us to see each other. If you are planning with a spouse, you don't even have to be in the same place, although you both would have to have access to a computer or smart phone. (A computer is going to be easier to see and use.) We will send you simple, detailed instructions in advance of our meeting that will help you get online and be ready.

If you live in Utah or outside the Puget Sound area in Washington, click the button below to schedule a "virtual" meeting online for your Family Wealth Planning Session. Otherwise, scroll down to schedule your appointment.

Click HERE to schedule your VIRTUAL appointment

Choose a date and time for your Family Wealth Planning Session and complete this online intake form to start the process.

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