Most Estate planning attorney’s take a “one-size fits all” approach with their clients; they do this so that they can work with as many people as possible in a short period of time. The problem is that the client has an impersonal experience; but worse than that, this way of planning can lead to unintended results in the long run for the family.
Did you know that 69% of parents have not yet named guardians for their kids?
Most Estate planning attorney’s take a “one-size fits all” approach with their clients; they do this so that they can work with as many people as possible in a short period of time. The problem is that the client has an impersonal experience; but worse than that, this way of planning can lead to unintended results in the long run for the family.
Most Estate planning attorney’s take a “one-size fits all” approach with their clients; they do this so that they can work with as many people as possible in a short period of time. The problem is that the client has an impersonal experience; but worse than that, this way of planning can lead to unintended results in the long run for the family.
Did you know that 69% of parents have not yet named guardians for their kids?
Most Estate planning attorney’s take a “one-size fits all” approach with their clients; they do this so that they can work with as many people as possible in a short period of time. The problem is that the client has an impersonal experience; but worse than that, this way of planning can lead to unintended results in the long run for the family.
Most Estate planning attorney’s take a “one-size fits all” approach with their clients; they do this so that they can work with as many people as possible in a short period of time. The problem is that the client has an impersonal experience; but worse than that, this way of planning can lead to unintended results in the long run for the family.
PLANNING FOR THE ONES YOU LOVE
Our 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. Maybe ever.
During the Session, we will look at what would happen to all of what you have and everyone you love, if anything were to happen to you.
Then, we'll determine a plan together to make sure everything goes the way you want it to so you are always in control. And so your family always knows just how much you care.
Should we decide there are things we can do to take care of your family better than they are taken care of now, we will present you with planning options that allow you to decide on your fee and the level of service that is right for you and your family.
During the Session, we will look at what would happen to all of what you have and everyone you love, if anything were to happen to you.
Then, we'll determine a plan together to make sure everything goes the way you want it to so you are always in control. And so your family always knows just how much you care.
Should we decide there are things we can do to take care of your family better than they are taken care of now, we will present you with planning options that allow you to decide on your fee and the level of service that is right for you and your family.
- 3 Levels of Planning
- Your Family Lawyer For Life
- More Than Just Your Money: Leaving a Real Legacy - Who You Are & What's Important to You
- Planning For Your Children
How We Are Different
Explaining to you how we're different:
Explaining to you how we're different requires an explanation of what the "traditional" experience with a lawyer is like. If you've worked with a lawyer to prepare estate planning documents for you in the past, this will sound familiar.
During the traditional experience, you'll go in and meet with a lawyer who will oftentimes make things seem very complicated and confusing.
You'll have a good idea if your lawyer is smart and seems to know what they are doing, so you'll nod and answer questions, as if you understand everything. Because you want to do the right thing for your family, you'll have the lawyer prepare documents for you and you'll sign the documents, feeling relieved you got THAT taken care of.
You'll take your fancy estate planning binder full of documents home, stick it on a shelf or in a drawer, mark estate planning off your checklist as DONE, feel good and never think about it again.
Arrange your schedule properly.
No Time For Mistakes
your family's lawyer for life
Our Family Wealth VIP Membership programs are part of what set us apart and allow us to care for you and your family throughout all life's stages.
At most estate planning law firms the relationship ends when you sign your documents. At Meyer Law we see the signing ofyour estate planning documents as just the beginning of our relationship with your family.
Make Sure Your Plan Changes With Your Life, Your Assets and the Law
Over time, your assets will change, your family will change, the law will change and your life will change.
Your plan must accommodate all of these changes in order to make sure your plan works when your family needs it the most. If your plan is not properly updated over time, your documents become worthless - worth no more than the paper they were printed on. And the costs of failing to update are typically far greater than keeping your plan current.
In addition, we ensure your assets are owned in the right way throughout your lifetime. There are currently billions of dollars sitting in State Unclaimed Property depots and we never want to see a penny ofyour 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.
In addition, we ensure your assets are owned in the right way throughout your lifetime. There are currently billions of dollars sitting in State Unclaimed Property depots and we never want to see a penny ofyour 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.
3 Year Plan Review Is IncludeD
With each of our estate plans we include a no-charge three-year review to ensure that as your life changes, so does your estate plan and to confirm your assets are held properly for maximum protection.
Some of the Benefits Provided Under Our Membership Plans include:
- Annual Plan Review with Unlimited Plan Amendments;
- Annual Priceless Conversations to transition your most important and most frequently lost family wealth- who you are and what's most important to you.
- Annual Membership in service which provides 24-7 on-line access to health care and guardianship documents;
For more information about our unique membership programs, please schedule a Family Wealth Planning Session and let's review what you own, who you love, and what would happen under your current plan, or the State's plan for you.
More Than just Money
LEAVING A REAL LEGACY
WHO YOU ARE & WHAT'S IMPORTANT TO YOU
HOW WE GUIDE YOU TO LEAVE A LEGACY THAT'S ABOUT MUCH MORE THAN JUST YOUR MONEY
After you are gone, your loved ones will miss you deeply. They will long for your words of counsel and concern. Hearing your voice again would be a tremendous gift.
Through our unique legacy process, you can give your loved ones the most precious gift - a lasting expression of your love. What could be more valuable?
How We Are Different
Explaining to you how we're different:
Explaining to you how we're different requires an explanation of what the "traditional" experience with a lawyer is like. If you've worked with a lawyer to prepare estate planning documents for you in the past, this will sound familiar.
During the traditional experience, you'll go in and meet with a lawyer who will oftentimes make things seem very complicated and confusing.
You'll have a good idea if your lawyer is smart and seems to know what they are doing, so you'll nod and answer questions, as if you understand everything. Because you want to do the right thing for your family, you'll have the lawyer prepare documents for you and you'll sign the documents, feeling relieved you got THAT taken care of.
You'll take your fancy estate planning binder full of documents home, stick it on a shelf or in a drawer, mark estate planning off your checklist as DONE, feel good and never think about it again.
PLANNING FOR YOUR CHILDREN
Having a Will Alone Simply Does Not Ensure the Care of Your Kids If the Unthinkable Happens to You!
Having a Will Alone Simply Does Not Ensure the Care of Your Kids If the Unthinkable Happens to You!
If you are a parent of minor children (or those with special needs) who are counting on you, your estate plan must begin with ensuring your children would always be taken care of by the people you want, in the way you want, no matter what happens.
At Meyer Law one of our areas of greatest expertise is in planning for the well-being and care of the children you love.
Without advance legal planning for the care of your children, if the unthinkable happens to you, here's what could happen:
If you are a parent of minor children (or those with special needs) who are counting on you, your estate plan must begin with ensuring your children would always be taken care of by the people you want, in the way you want, no matter what happens.
At Meyer Law one of our areas of greatest expertise is in planning for the well-being and care of the children you love.
Without advance legal planning for the care of your children, if the unthinkable happens to you, here's what could happen:
WHAT IS A KIDS PROTECTION PLAN?
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.
HOW MUCH SHOULD MY ESTATE PLAN COST?
As you can imagine, we get the question "how much should my estate plan cost" quite frequently.
And, it's a good question that I want to answer for you as clearly as I can, given that there is not a "one-size fits all solution" for every family, and I would run quickly away from any lawyer who can tell you exactly what your plan would cost via email or over the phone, without a comprehensive discovery process.
You see, this is exactly why most estate plans fail. Families shop around based on price (because they don't know any other way to shop for an estate plan), and end up with a traditional plan, which is a set of documents that do not actually work when the family needs them.
If you'd like to read more about this, please read my article here on "how shopping around for an estate plan could leave your family with an unexpected, expensive, uninvited mess.
And, it's a good question that I want to answer for you as clearly as I can, given that there is not a "one-size fits all solution" for every family, and I would run quickly away from any lawyer who can tell you exactly what your plan would cost via email or over the phone, without a comprehensive discovery process.
You see, this is exactly why most estate plans fail. Families shop around based on price (because they don't know any other way to shop for an estate plan), and end up with a traditional plan, which is a set of documents that do not actually work when the family needs them.
If you'd like to read more about this, please read my article here on "how shopping around for an estate plan could leave your family with an unexpected, expensive, uninvited mess.
How We Are Different
Explaining to you how we're different:
Explaining to you how we're different requires an explanation of what the "traditional" experience with a lawyer is like. If you've worked with a lawyer to prepare estate planning documents for you in the past, this will sound familiar.
During the traditional experience, you'll go in and meet with a lawyer who will oftentimes make things seem very complicated and confusing.
You'll have a good idea if your lawyer is smart and seems to know what they are doing, so you'll nod and answer questions, as if you understand everything. Because you want to do the right thing for your family, you'll have the lawyer prepare documents for you and you'll sign the documents, feeling relieved you got THAT taken care of.
You'll take your fancy estate planning binder full of documents home, stick it on a shelf or in a drawer, mark estate planning off your checklist as DONE, feel good and never think about it again.
UPCOMING EVENTS
Hey, congratulations. I'm assuming you made it to this page because you want to talk with us about how you can keep your family out of court or out of conflict when something happens to you.
Learn what every parent needs to know… Register for our upcoming free presentation and we'll share with you the three biggest fears when it comes to doing this important legal planning, what happens to children and other loved ones when there is no planning or when the planning has missing pieces, and exactly what the process is and how much it costs (no holds barred)
Learn what every parent needs to know… Register for our upcoming free presentation and we'll share with you the three biggest fears when it comes to doing this important legal planning, what happens to children and other loved ones when there is no planning or when the planning has missing pieces, and exactly what the process is and how much it costs (no holds barred)
CLICK ON THE DATE THAT WORKS BEST FOR YOU AND YOU CAN IMMEDIATELY SAVE YOUR SEAT
SPEAKING EVENTS
- Estate Planning 101
- Protecting Your Kids Through Estate Planning
- Children's Guardian Nomination Workshop
- Charitable Giving
- Something Special For Your Group? Just Ask!
SCHEDULE ONLINE
Hey, congratulations, I’m assuming you made it to this page because you want to talk with us about how you can keep your family out of court or out of conflict when something happens to you. Or maybe you are the family member or the close friend of a loved one, and something has happened and now you need advice. If so, our hearts are with you, and we will do our best to help you keep things as easeful as possible.
THERE ARE THREE OPTIONS FOR YOU TO GET OUR SUPPORT.
CHOSE THE ONE THAT'S BEST FOR YOU:
- 1. Schedule free-15-Minute Phone Conversation. Have a question or want to get started with a Will or Trust? We are here to help. Book your complimentary consultation with Nancy today.
- 2. Schedule 2-Hour Family Wealth Planning Session. We will identify the best ways for you to ensure your legacy of love and financial security for your family.
- 3. Schedule 2 - Hour Existing Estate Plan Review We will discuss your current needs and decide if your existing estate plan does what you want it to.
15-Minute Call
Choose this option if you need quick guidance on whether a more in-depth meeting is right for you.
FAMILY WEALTH PLANNING SESSION
Choose this option if you need quick guidance on whether a more in-depth meeting is right for you.