Wills & Deeds
At the end of the initial meeting with a potential client and after we have recommended a particular strategy to achieve that client’s goals and objectives the client inevitably asks, what does it cost? We usually spare the client a complete lecture on what “it” is but it includes all of the services that we provide, services that start with the first contact with our office and includes our availability well after all documents are signed, sealed and delivered. Those services include our ability to listen to your cares and concerns, identify for you issues that you might have trouble articulating yourself, suggest options that you didn’t realize you could do, and ultimately give you a sense of fulfillment and satisfaction.
We also prepare documents. Admittedly it is those documents that are the vehicles to implement the strategies that you have chosen to achieve your goals. For individuals those documents might include wills, living trusts, powers of attorney, insurance trusts, charitable trusts, family limited partnerships, family foundations and more. For business owners, additional documents might include buy/sell agreements and tax-free sales of business interests. For non-profit entities, services could include a planned giving review and seminar presentations for the group’s members and benefactors.
From one end of the financial spectrum to the other, we also assist those that are facing the overwhelming prospect of losing all of one’s wealth to nursing home expenses. We attend to those in a crisis situation where the client is already in, or about to go in, the nursing home and we attend to those who are planning ahead to avoid such a crisis.
However, our services do not end with the design of a plan or even with the preparation of plan documents. We also assist with the implementation of the plan. For the typical client for whom we have prepared a revocable living trust, services include funding the trust, that is, transferring assets into the name of the trust. It may even include a family meeting for your heirs and family to get their reaction to your proposed strategies or to let them know how to proceed upon your death or disability. What we do impacts the family both financially and emotionally. It is important to us and to you that you understand all of those possible consequences. That is part of the service.
We also prepare documents. Admittedly it is those documents that are the vehicles to implement the strategies that you have chosen to achieve your goals. For individuals those documents might include wills, living trusts, powers of attorney, insurance trusts, charitable trusts, family limited partnerships, family foundations and more. For business owners, additional documents might include buy/sell agreements and tax-free sales of business interests. For non-profit entities, services could include a planned giving review and seminar presentations for the group’s members and benefactors.
From one end of the financial spectrum to the other, we also assist those that are facing the overwhelming prospect of losing all of one’s wealth to nursing home expenses. We attend to those in a crisis situation where the client is already in, or about to go in, the nursing home and we attend to those who are planning ahead to avoid such a crisis.
However, our services do not end with the design of a plan or even with the preparation of plan documents. We also assist with the implementation of the plan. For the typical client for whom we have prepared a revocable living trust, services include funding the trust, that is, transferring assets into the name of the trust. It may even include a family meeting for your heirs and family to get their reaction to your proposed strategies or to let them know how to proceed upon your death or disability. What we do impacts the family both financially and emotionally. It is important to us and to you that you understand all of those possible consequences. That is part of the service.
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Sad, but too often true...
a promo video about what can sometimes go wrong when planning for mom's care |
The Process of What it Takes to Put A Plan Together
part of a seminar presented by Chesapeake Legal Counsel |
Wills for Young Married
a full-length webinar presented by Chesapeake Legal Counsel (click here to download the accompanying handout) |