Lifetime Peace of Mind Program
The Lifetime Peace of Mind Program is the third step of our firm’s strategy for successful estate and asset protection plans.
1 - The first step is in-depth counseling with your estate planning and asset protection attorney and the creation of a trust and other tools to implement the plan.
2 - The second step is proper Asset Alignment (a/k/a “funding”) and account set-up for your plan to work properly.
3 - This third step – a way for us to provide continuing care for our clients – involves the maintenance of your estate planning for the eventual administration of your estate plan after death. The Lifetime Peace of Mind Program is a “bridge” between the initial creation of your estate planning and asset protection vehicles and the eventual transition of wealth upon your death.
It is designed to keep your plan current from year to year with (a) changes in the law, (b) changes in best practices, and (c) changes in your personal situation and assets.