PLANNING TODAY, PEACE OF MIND TOMORROW

The Empowered
Estate Plan

Co-creating plans that work with people who care

We have collaborated!

James Moore & Richard Kerbawy’s offices have formed a collaborative partnership to offer you the best of their more than 40 years of experience in the areas of Exit Planning and Family Wealth Protection! 

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Taming The Planning B.E.A.S.T.

Taming The Planning B.E.A.S.T.

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,...

Beneficiaries Get Hit With Big Headache

Beneficiaries Get Hit With Big Headache

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...

What is Proper Estate Planning?

What is Proper Estate Planning?

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

01

Exploration Phase

  • Client orientation meeting
  • Discovery Dialogue
  • Commitment conversation

02

Design Phase

  • Counseling and design session
  • Counseling and review session

03

Funding Phase

  • Financial strategy meeting
  • Funding meeting

04

Maintenance Phase

  • Anual client meeting
  • Client update program
  • Beneficiary / Helper training

05

Settlement Phase

  • Wealth reception planning and settlement

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