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Our Method

Strategy and Planning

Estate planning is made up of three distinct phases: strategy, implementation, and monitoring.

Phase l: Strategy

The primary objective of this stage is to develop a long-term estate planning strategy for the client, covering tax, legal, investment, and insurance concerns. We begin this stage during our initial meeting where we get to know the client. We focus on identifying specific needs, and what they would like their estate plan to do for their family.

Next, we develop a comprehensive proposal that outlines the strategy we recommend for long-term success. The proposal is given to the client in the second meeting, at which time we review our strategies and explain the rationale behind our recommendations.

Phase ll: Implementation

The primary objective of this phase is to successfully implement the client's estate plan. Through constant communication, and a highly trained staff, we strive to make this process efficient and easy for the client to implement and utilize.

Phase lll: Monitoring

This is an on-going process to ensure that every action taken in a client's plan is consistent with their goals and objectives. We also monitor the estate plan with predetermined, agreed upon follow up meetings to ensure that all facets of the plan are performing in a way that meets the family's intentions.

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