FutureSecure™ Estate Planning

We help clients pass down their assets to their beneficiaries smoothly and in a tax-advantaged way with the goal of creating opportunities for future generations and leaving them better off. Marianne and Shawna partner with clients to help them achieve their goals and provide their loved ones with financial security and peace of mind. They combined the latest estate and business planning strategies with experienced counsel to provide clients with extraordinary legal services and top-notch client care.

Marianne and Shawna secure and protect individuals, families and businesses through estate and business planning, including
• Trusts (both Revocable and Irrevocable)
• Wills, Powers of Attorney and Healthcare Planning
• Asset Protection and Tax Planning
• Disability Planning
• Beneficiary-Protection Planning
• Trust Administration and Probate
• Business Formation and Succession Planning.

Our unique estate planning approach starts before the initial planning session and continues well-past document delivery.

Financial Map

When a loved one passes away, often family members have a difficult time understanding their loved one’s financial position and locating their assets. (This is one of the reasons billions of dollars in assets go unclaimed each year and are eventually forfeited to the government.) All of our estate planning packages include AssetSecure™ – a comprehensive method of cataloging and organizing your assets so family members can easily locate, understand and access your assets, insurance proceeds and accounts.

Education and Planning Support

Our goal is to educate you on key estate planning decisions so that you can make wise choices that customize your estate plan for your family’s unique circumstances and needs. Prior to your FutureSecure™ Planning Session, we provide information to educate you regarding options and issues to consider. At your session we take the time to educate you regarding your options and the possible consequences of those options. During your session, we learn about your particular family situation, values and needs. This understanding helps us design the best plan for your family. We also provide you with a visual diagram of your estate plan so you can better understand how your assets will be distributed upon your death.

Planning Documents that Reflects Your Priorities and Values

We provide high-quality estate planning documents that address the needs of your family. Depending on your family’s circumstances these documents may include a
• Will
• Living Trust
• Durable Power of Attorney
• Medical Directive
• HIPAA Authorization
• Pre and Post Marital Agreements
• Trust Transfer Documents
• Irrevocable Trusts to protect assets, reduce estate taxes, plan for special-needs beneficiaries, protect beneficiaries from creditors and divorcing spouses, and plan for charitable bequests.

We listen and understand your particular family and financial situation and then advise you as to the estate planning documents and plan best suited for you.

Help Implementing Your Plan

Many estate plans require transferring assets to make your plan effective. We provide you with the support and guidance you need to ensure your assets are correctly transferred. We even have packages in which our office will completely take care of the funding aspect for you so that you can have peace of mind that your trust is correctly funded and will provide your family with a smooth transition.

Securing Your Values and Insights

Often times the most important “asset” we can pass down to our loved ones is our wisdom, values, experiences and expressions of love. Many times we intend to detail key experiences and values, but we never get around to doing so (or we forget to inform loved ones where those experiences are written down.) All of our estate planning packages include ValuesSecure™ Planning. This includes a detailed interview process that allows you to document the experiences, insights and advice you would like to pass on. This interview is then placed with your estate planning documents so that it will be easily located upon your death. Doing this gives your family a precious gift that can reduce the stress and tension during loss and help generations remember the insights you learned during your lifetime.

Planning for Minor Children

If you have minor children, all of our packages include KidsSecureTM planning. KidsSecure™ is a comprehensive planning process to ensure the right people are appointed to care for your children and their assets should something happen to you. It includes a process of communicating and educating designated guardians so the process goes smoothly and your children are not taken into state custody should something happen to you or your spouse. It also includes a process to let your children and their guardians know your advice and values should anything happen to you.

Ongoing Support and Guidance

Our goal is to provide you with on-going service so that you can have peace of mind that your plan will reflect your current situation and be properly carried out. We keep in touch with you even after your estate planning experience. We also send newsletters to our clients that provide useful guidance and updates. We are available to answer questions and concerns, and to update your plan. We also provide a complimentary review of your plan every three years to ensure that it reflects your current family and financial situation.