Estate Planning Documents: What’s In YOUR Wallet?
Got a plan? According to a estate plan study commissioned by the Boston College Center on Wealth and Philanthropy, more than $59 trillion in wealth is underway to pass to heirs, charities and Uncle Sam between today and 2061. That’s a LOT of cash…The majority of this is expected to be passed directly to heirs. But another sizable chunk (only about $27 trillion) is expected to be passed to charity.
Maintaining Your Estate Planning Documents Is As Important As Creating Them!
Do you have a plan to prepare to transfer what is yours or do you have a plan to receive inherited wealth if that is what is expected?
There is no time like now to get ready. An estate plan is treated like a once and done document. We challenge that it really is more of a process than a document. Keystone maintains relationships with our clients long after the estate plan is signed. You see, as your life changes, so should your plan. Yet, too often, law firms do nothing to keep the lines of communication open with their estate planning clients. We pride ourselves in building relationships with clients so that their changes can easily be communicated to us and implemented.
As your life changes and your family grows, you will find that our TrustCare program will play an important role in how you choose to transfer wealth to future generations.
We keep all your estate planning documents accessible to you in an electronic file, and schedule timely reviews so that we can furnish you with three very important services:
- Keystone makes sure all of your assets such as your home and accounts are owned correctly so your family isn’t stuck dealing with expensive, unnecessary, and public probate court process. Establishing a Trust once and then never looking at it again isn’t the answer – our plans include regularly updating documentation on all your assets!
- We make sure that the guardians you have named for your minor children, the trustees you have chosen to carry out the terms of your trust, and the agents you designate to make health care decisions for you in case you cannot make them yourself are still the people you want in charge.
- Our team here at Keystone Law Firm helps you record your values, experiences, family history and other important intangibles that you want to pass on to future generations so they are never lost. We help you ensure that you are protected for far more than just your money, focusing on what matters most — your values, insights, stories and experience. The things most often lost when someone dies.
Ever Wondered What Would Happen If You Didn’t Make It Home Today?
If you can’t answer this confidently, we hope you will call us for a free consultation right away!
We make it simple for you. Call us at (480) 418-8448. We offer services for clients throughout Arizona, including Chandler, Gilbert, Sun Lakes, Tempe, Phoenix, Mesa, Scottsdale, and Apache Junction.
Got a plan? According to a estate plan study commissioned by the Boston College Center on Wealth and Philanthropy, more than $59 trillion in wealth is underway to pass to heirs, charities and Uncle Sam between today and 2061. That’s a LOT of cash…The majority of this is expected to be passed directly to heirs. But another sizable chunk (only about $27 trillion) is expected to be passed to charity.
Maintaining Your Estate Planning Documents Is As Important As Creating Them!
Do you have a plan to prepare to transfer what is yours or do you have a plan to receive inherited wealth if that is what is expected?
There is no time like now to get ready. An estate plan is treated like a once and done document. We challenge that it really is more of a process than a document. Keystone maintains relationships with our clients long after the estate plan is signed. You see, as your life changes, so should your plan. Yet, too often, law firms do nothing to keep the lines of communication open with their estate planning clients. We pride ourselves in building relationships with clients so that their changes can easily be communicated to us and implemented.
As your life changes and your family grows, you will find that our TrustCare program will play an important role in how you choose to transfer wealth to future generations.
We keep all your estate planning documents accessible to you in an electronic file, and schedule timely reviews so that we can furnish you with three very important services:
- Keystone makes sure all of your assets such as your home and accounts are owned correctly so your family isn’t stuck dealing with expensive, unnecessary, and public probate court process. Establishing a Trust once and then never looking at it again isn’t the answer – our plans include regularly updating documentation on all your assets!
- We make sure that the guardians you have named for your minor children, the trustees you have chosen to carry out the terms of your trust, and the agents you designate to make health care decisions for you in case you cannot make them yourself are still the people you want in charge.
- Our team here at Keystone Law Firm helps you record your values, experiences, family history and other important intangibles that you want to pass on to future generations so they are never lost. We help you ensure that you are protected for far more than just your money, focusing on what matters most — your values, insights, stories and experience. The things most often lost when someone dies.
Ever Wondered What Would Happen If You Didn’t Make It Home Today?
If you can’t answer this confidently, we hope you will call us for a free consultation right away!
We make it simple for you. Call us at (480) 418-8448. We offer services for clients throughout Arizona, including Chandler, Gilbert, Sun Lakes, Tempe, Phoenix, Mesa, Scottsdale, and Apache Junction.
