During this period, we will prepare the legal instruments necessary to carry out your strategic objectives (such as the preparation of powers of attorney, trusts, business organizational documents, or buy-sell agreements).  We will also coordinate with your other trusted legal, accounting, or financial advisors for the implementation of any products or services that they may be providing in support of the Estate & Asset Protection Plan.

 

The Estate & Asset Protection Plan Implementation culminates in a meeting to Review your Estate & Asset Protection Plan with an emphasis on how all the pieces fit together to accomplish your specific wishes to address the dangers, opportunities, and strengths that we discussed during our Estate & Asset Protection Planning Visit.  Following this Review of the Estate & Asset Protection Plan, we transition to your Signing Ceremony.  Under some circumstances, it is necessary to break this up into multiple meetings.  We generally schedule 2 hours for this Signing Ceremony.

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    Estate & Asset Protection Planning
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    Estate & Asset Protection Planning