It all starts with listening. Attorney Richard Seff brings his unique skillset as a former social worker. He doesn't speak legalese. He asks you questions and listens to what's important to you.
Some estate planning firms sell documents. That's not how we work. An estate plan is just that, a plan. Your family is unique, your goals are unique. We need to understand you, your loved ones, your assets, and exactly what you're wanting to accomplish before we can even begin to talk about an appropriate estate plan for you.
Some of your goals probably relate to your tangible assets and money, but many of our clients also want to pass on their personal legacy. Your wisdom, your values, your life experiences are an important part of the wealth you have to pass on to future generations. Do you have a child who needs encouragement to get back on track? We can help point them in the right direction through your plan. Maybe you want to encourage a strong work ethic or financial wisdom? We can do that too. Maybe you just want to ensure that your family doesn't disintegrate into a mess of conflict when you pass away? We can address that, and minimize the likelihood that your family will be the one that's torn apart.
Once we understand what's important to you, then we will tailor a plan to your unique situation and goals.
We Plan Holistically
Your estate plan will include legal documents, of course. It also requires coordinating the ownership of your assets, including real estate, bank accounts, etc. as well as the beneficiary designations on your retirement plans and life insurance. This is vital for every client, but especially important if you are in a blended family.
We will analyze your situation to ensure that we minimize any possible taxes, including estate taxes and capital gains taxes. We can also offer asset protection strategies.
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We also want you to call when you have questions. We want to be your trusted advisor. We don't charge for phone calls (we've found most people hesitate to pick up the phone and get advice when they know they're going to get a bill for every 6 minutes). Our clients love being able to call anytime and get advice quickly.