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We created our unique 5-Step Wealth and Legacy Preservation System to ensure that each of our estate planning clients receives the same amount of customized attention. Combined with our knowledge and creative planning ability, our clients decide what they want to give, to whom they want, and when they want to give it. This system works because we work together with our clients to create a highly individualized and comprehensive estate and legacy plan for each of our clients. Further, we believe that the best plans are created through teamwork; to that end, we work closely with the client’s advisers, if they desire. Everyone needs a basic estate plan — something every lawyer can offer — but we target in on the special issues of every family and incorporate solutions to those issues in our estate planning process.
Our clients choose one of three estate and legacy planning packages that are priced at flat-fee rates. This unique structure gives our clients the freedom to call us with any question, relieves client’s fear about speaking to us at length about their families, and allows us the opportunity to educate our clients about their plans.
In addition, our unique Firm Family Membership™ ensures that as the law and our clients’ families change, their plans still remain functioning and achieve the goals they were created to fulfill.
We understand that choosing an estate planning attorney is an intimidating decision and we do not take the matter lightly. We want our clients to feel confident in their choice. So please download a FREE report, sign up for a FREE philadelphia estate planning workshop, or schedule a FREE initial consultation today. Let us be your guide along the path of estate and legacy planning.
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