Over the years, we have found that most people want the same things for themselves, their spouses, their children, and grandchildren.
For Themselves—Protection and Control. They want control over their assets and health care decisions. They want financial security. They want protection from the risks of life, which include identity theft, lawsuits, disability and the cost of long-term care. They want to avoid probate and the attendant disclosure of their assets in public records. Some have philanthropic goals.
For Their Surviving Spouse—Financial Security. They want to know that their hard-earned assets will not pass to a new spouse.
For Their Children and Grandchildren—An Education and Financial Security, including Asset Protection from Immaturity, Divorce, and Lawsuits. They want their family members to live successful lives that include a work ethic, integrity, faith, and appreciation and respect for family members. Above all, they want their family members to love each other, spend time together and avoid conflict. They do not want them to be harmed by the wealth left to them. This is often far more important than tax planning.
These needs are timeless. No Congress can legislate them away. The solutions we deliver to our clients are enduring because we design a client’s planning to meet their goals. And, we monitor their plans through our Client Care and Company Shield maintenance programs.
We help our clients ensure their property goes to whom they want, the way they want, when they want and minimize the impact of taxes, professional fees, and court costs. And, we help them keep control of their property while they are alive and healthy and provide for them and their loved ones if they become disabled.