At most estate planning law firms the relationship ends when you sign your documents. At McRee Law, PLLC, I see the signing of your estate planning documents as the beginning of my relationship with your family. I focus on developing a lifelong relationship with you to ensure your plan continues to work throughout your lifetime. And that’s how it should be because your life will change, your assets will change, and the law will change. Your plan needs to change along the way, as well.
Over time, your assets will change, your family will change, the law will change and your life will change.
Your plan must accommodate all of these changes in order to make sure your plan works when your family needs it the most. If your plan is not properly updated over time, your documents become worthless - worth no more than the paper they were printed on. And the costs of failing to update are typically far greater than keeping your plan current.
I ensure your assets are owned in the right way throughout your lifetime. There are currently billions of dollars sitting in State Unclaimed Property depots and I never want to see a penny of your assets there. Nor do I want your family to be stuck dealing with the court when you’ve worked so diligently to make things as easy as possible. That’s why I prepare a Family Wealth Inventory of your assets and make sure you keep it up to date year in and year out so your loved ones can always locate what you own and how you own it, if and when necessary.
I believe your "Family Wealth" isn't just your financial wealth. It includes something far more valuable, that is most often lost upon incapacity or death – your intellectual, spiritual, and human assets. These assets are what make you who you are, and sum up what’s most important to you. Interestingly, but not all that surprising, a survey of inheritors has revealed that what they care about even more than inheriting your money, is inheriting these intangible assets.
Most estate plans only focus on the transfer of your financial wealth to the next generation. Most people have such great intentions of passing on the intangible, but very few ever get around to it. It’s just not a priority, until it’s too late. How much do you know about your grandparents’ values? Their most prized personal possessions? How they felt about you? What they had learned during their lifetime?
If you are like most people, you know very little. That’s why every estate plan I create includes the capture and passage of these most valuable assets. Not only will I help you pass on your money, but also your values, your insights, your stories, and your experience – the truly valuable assets your loved ones care about the most.
As a Personal Family Lawyer®, I have implemented a tool that allows me to capture and pass on your entire Family Wealth, including your intellectual, spiritual, and human assets. I can’t go into all of the details here, but we’ll definitely talk about it when you come in for your Family Wealth Planning Session.
If you're interested but have questions, you can go online and schedule a 20-minute free phone consultation.
If you're ready to jump right in, you can call 810-515-8888 to schedule a Family Wealth Planning Session.
With each estate plan, I include a no-charge three-year review to ensure that as your life changes, so does your estate plan and to confirm your assets are held properly for maximum protection.
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