PLANNING TODAY, PEACE OF MIND TOMORROW
The Empowered
Estate Plan
Co-creating plans that work with people who care
Learning Center
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
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?
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
