PLANNING FOR THE ONES YOU LOVE
I look forward to meeting you and hearing about you and your family and helping you decide what your family really needs moving forward if something were to happen to you. The process begins with a Family Wealth Planning Session. Before the session you will complete homework that will have you feeling more organized and put together than you have in a long time.
During this Session we will get to know each other. We will discuss what would happen to all of what you have and everything you love, if anything were to happen to you. Then we will determine a plan together to make sure you are in control and everything goes the way you want to. By doing this your family will know how much you care.
We will discuss planning options and you will then decide on your fee and level of service that is right for you. Estate Planning with Nancy Meyer is not one size fits all. I offer 3 levels of planning to suit your varying needs.
During this Session we will get to know each other. We will discuss what would happen to all of what you have and everything you love, if anything were to happen to you. Then we will determine a plan together to make sure you are in control and everything goes the way you want to. By doing this your family will know how much you care.
We will discuss planning options and you will then decide on your fee and level of service that is right for you. Estate Planning with Nancy Meyer is not one size fits all. I offer 3 levels of planning to suit your varying needs.
THE MANY FACETS OF PLANNING
FAMILY WEALTH PLANNING SESSION
We will go over exactly what would happen to you and your family if something happened to you today without planning. Then you will know exactly how to plan around anything that does not sit well with you. We will discuss different options for your planning and you will be able to make some important decisions. You will have homework in advance of this meeting to give us the necessary details so that we can hit the ground running, make sure to answer all of your questions and begin designing the best plan for you and your family
REVOCABLE LIVING TRUST
The foundation of your estate plan will often include a revocable living trust. You transfer your property into this trust for your benefit during your life and direct where your assets go upon your death. One of the benefits of this revocable living trust, when done correctly and maintained over time is that it should help your family to avoid the cost and delay of probate and minimize or eliminate estate taxes
KIDS PROTECTION PLANNING
A Kids Protection Plan" is a set of instructions, legal documents and even an ID card for your wallet, which you need to have if you have kids at home who count on you for their well-being and care.
If you are in an accident, your Kids Protection Plan" will make sure your children are never taken into the custody of Child Protective Services, strangers or the care of anyone you wouldn't want because the authorities don't have clear instructions from you. And your Kids Protection Plan will ensure your children are raised by people you choose, not someone chosen by a Judge who doesn't know you.
KEEP YOUR PLAN CURRENT
I have an annual membership program to ensure your plan continues to work throughout your lifetime, your assets are always owned in the right way and you are able to feel confident calling with any legal issue without ever worrying about receiving a bill in the mail for hourly fees. Whether you participate in the membership program or not, I keep all of my clients updated about changes in the law and issues that may affect your life.
YOUR FAMILY'S LAWYER FOR LIFE
At most estate law firms the relationship ends when you sign your documents. At Meyer Law, I see the signing of your estate plan documents as just the beginning of a relationship with your family. And that's how it should be because your life will change, your assets will change, and the law will change. Your plan needs to change along the way as well.
KEEP YOUR PROPERTY IN YOUR FAMILY
At Meyer Law, we ensure that your assets are owned in the right way throughout your lifetime. There are currently hundreds of millions of dollars sitting in Connecticut unclaimed property depots. I never want to see a penny of your assets there or for your family to be stuck dealing with the Court when you've worked so diligently to make things as easy as possible. That's why we prepare a Family Wealth Inventory of your assets and keep it up to date year in and year out. So your loved ones can always locate what you own and how you own it, if and when necessary.
MORE THAN JUST MONEY
I don't know if you have lost a loved one. I do know that after a loved one is no longer alive you will miss them and yearn to still be close to them. You will yearn for their advice or to just hear their voice. At Meyer Law, we have a unique legacy process through which you can give your loved ones the most precious gift - a lasting expression of your love. We do a legacy interview with you on video exploring different areas of your life and what you want to say to your loved ones when you are gone. This legacy interview is not a one time thing. We like to update the interview every few years adding additional stories, ideas and advice you would like to leave for your loved ones. What could be more valuable?
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No Time For Mistakes
860-232-9118
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