Who Needs Family Wealth Planning

Explaining who needs Family Wealth Planning requires an explanation of what the “traditional” experience with a lawyer is like. If you’ve worked with a lawyer to prepare estate planning documents for you in the past, this will sound familiar.

During the traditional experiences, you’ll go in an meet with a lawyer who will often make things seem very complicated and confusing. You’ll have a good idea that the lawyer is smart and seems to know what he or she is doing, so you’ll nod and answer questions, as if you understand everything. Because you want to do the right thing for your family, you’ll have the lawyer prepare documents for you and you’ll sign them, feeling relieved that you’ve got that taken care of.

Several years later, you’ll refinance your house or sell it and buy a new one and forget that you were supposed to let your lawyer know or make sure you kept the title in the name of the trust. Your children will get older, making your guardianship choices outdated, but you don’t want to call your lawyer because you know you’ll get a bill in the mail two weeks later.

You’ll hear something about a change in the tax law, but you’d surely get a letter in the mail from your lawyer if it was something that affected you, so you don’t worry about it. And, you’d have to dig through boxes to find your trust documents so you could remember your lawyer’s name and find him or her contact information.

Who has time for that?

It’s not until you become incapacitated or die and your family finds the binder you stuck up on a shelf several years before and never looked at again, that they’ll realize your plan is so outdated that it has nothing to do with your life, your assets, and the law.

We Help You Prepare For Life

You want to make sure your children would be taken care of in the best way possible and will be properly prepared to receive your wealth, when it’s time.

That’s our focus. We’ve developed unique systems to give you the same access to a Personal Family Lawyer as was previously only available to the likes of Bill Gates, Warren Buffet, and Sam Walton so you can have the guidance you need to build and maintain a life of prosperity and leave a legacy of Family Wealth.

We encourage communication with you, our client. In fact, we’ve thrown out the time clocks so you never have to be afraid to call with a quick question (or even not-so-quick question). Everything we do is billed on a flat-fee basis, agreed to in advance, so there are never any surprises.

Family Wealth Planning in Downingtown

Since we are a local attorney, as a client you can even drop by the office with any questions or legal manners you might have. Our experience with the local Pennsylvania and Chester County legal systems give you the peace of mind that your Family Wealth matters will be taken care of a in a competent, quick manner.