A common goal for us all is to provide comfort for those we love upon our death. You have worked very hard to achieve the success you enjoy and the financial security your created for your family. Protecting them and preserving your wealth after your passing should be at the top of your list of goals. Estate Planning is critical to achieving those goals. Too often people are too busy or just want to avoid thinking of what will happen upon their death.
There is no greater gift you can give your loved ones than the protection, comfort, and peace provided by a well constructed Estate Plan that springs into action effectively and efficiently to comfort them immediately after you pass. At Cook Sadorf Law we will assist you in every way to create that smooth and comforting transition for their benefit. Our first objective is learn as much as possible about, your family members, and your family dynamics to better understand your concerns and needs for your family.
This will assist us in helping your to set your Estate Planning goals before we begin crafting documents to construct your Estate Plan. We will begin by explaining the purpose of the various documents available to create an effective Estate Plan including the following:
We work with your other professional advisers including your life insurance agent, your investment broker, and your certified public accountant to fine tune your Estate Plan and insure that it is consistent with their expert advise and the plans they developed for your wealth accumulation and preservation.
Our commitment to you and your family doesn’t end with the creation of your Estate Plan. We will meet with you periodically to review your plan; making adjustments as your estate evolves. We will be there to assist your family during the difficult times after your passing. We strive to create a relationship with your entire family during your life so they are comfortable with us and learn to know and trust our professional and personal service. Our services to your family continue with counseling and, if necessary, performing the following additional services after your death: