Your estate planning is about more than a will or a trust that you create once, put on a shelf, in a drawer, or on a hard drive, and never look at again. We know if we sell you that, it’s your family who will suffer.
It’s why we don’t just prepare documents you could create yourself online, but instead guide you through a family- focused, heart-centered counseling process to understand the planning you really need based on your family dynamics and your assets, and deliver planning that works to keep your family out of court and out of conflict.
Having a plan that works requires your plan to be reviewed and updated over time, as your life changes, the law changes, and your assets change.
That’s why our Legacy Planning Process includes our TFL FamilyCare Program (“FCP”). Our FCP is designed to ensure that your plan shifts, changes and grows with you and your family over time – efficiently, effectively, and affordably.
Our FCP provides the peace of mind to know your plan will work for your family when they need it. Without FCP, your documents are out of date as soon as something changes in your life, such as a new investment, new account, new property, new asset, new family member – or a changing relationship circumstance.
Look back at your life just three years ago and consider how much has changed. If you created a plan back then, would all your choices and decisions still be the same? Would the inventory of your assets even still apply? Has there been movement in your life, assets, or the law that needs to be incorporated to ensure your plan works for the people you love?
Our FCP is the assurance and peace of mind to know that as your life changes, the law changes, and your assets change, your legal documents, your inventory of assets, and the people you’ve named in your plan will too. The FCP is our commitment to your future and the legacy you’ll leave behind.
Becoming a member of our FamilyCare Program means knowing you and your family have us in your corner for life … and beyond. Contact us today to schedule a Legacy Planning Session, or a review of your existing plan to determine if you qualify for our FamilyCare Program.
