HOW WE HELP ~ Our Process
We have a unique education, counseling, and plan implementation process to help you understand the options available to you along with the pros, cons, and costs of each so you can confidently pick the options best suited to your goals, comfort level, and budget.
The issue is not always which estate planning tool is used as much as it is how the tools are selected and whether they are tailored for your particular circumstances. For example, a financial power of attorney form downloaded from the Internet may seem adequate and inexpensive but will be very costly in the long run if it doesn’t contain a specific clause authorizing your agent to conserve your assets should you face long term care costs. This is why we believe the only truly good choices are informed choices. Therefore, our process is designed to give you the information you need to make good choices.
We work as a team with your other legal and financial advisors to ensure everyone brings their expertise to the table to avoid advisor “blind spots”. We also have a formal plan maintenance system to make sure your plan remains a good fit in the face of the inevitable changes in your circumstances, the law, and advisor strategies.
Click on the tabs to the left or scroll below for more information about each step in our process. Register for our complimentary educational Workshop to find about it in person. You can register online by clicking on the LEARNING CENTER tab or by calling our office at 216-861-6160. Review our explanation of various estate planning tools under the RESOURCES tab to get a head start on your planning education regarding some of the inherent advantages and disadvantages of each tool.