PLANNING TODAY, PEACE OF MIND TOMORROW
Co-creating plans that work with people who care
The planning beast is always lurking. Will you be its next victim? By James L. Moore, JD, CExP Because most entrepreneurs maintain a primary focus on running a successful business, proactive planning understandably gives way to the demands of the day. Unfortunately,...
By Sandra Block, USA TODAY In the Charles Dickens classic; Bleak House, a dispute over a will drags on for decades, leaving a legacy of wasted lives. One Character shoots himself; another explodes. When the estate is finally settled, the entire fortune has been...
You want to control your property while you are alive and well, taking care of your loved ones and yourself if you become disabled. Before or after your death, you want to distribute your property to whomever you want, whenever you want, and however you choose....
LifeSpan™ Process Structure
- Client orientation meeting
- Discovery Dialogue
- Commitment conversation
- Counseling and design session
- Counseling and review session
- Financial strategy meeting
- Funding meeting
- Anual client meeting
- Client update program
- Beneficiary / Helper training
- Wealth reception planning and settlement