Family Protection Planning
Contact information:
Phone number:
Email: nmcphee@family-protection-planning.com
FAMILY PROTECTION PLANNING
Is your family protected if the unthinkable happens and they need to go on living without you?
Who will raise your children?
Who will manage their assets until they are old enough to manage the assets themselves?
What is the best way to transfer your assets to your surviving spouse and/or your surviving children?
How do you minimize estate and gift taxes?
Planning for the future is crucial, and we are available to answer any questions you may have and help you create a plan to safeguard your family. We recognize the significance of securing your family's future and are committed to providing professional advice to guarantee their well-being.
At Family Protection Planning, we are devoted to empowering families to make well-informed decisions regarding their estate plans. Our team is dedicated to offering personalized solutions tailored to your family's unique dynamics. Whether you're thinking of drafting a will, establishing a trust, or planning for long-term care, we are here to support and guide you through the entire process. Let us help you preserve what matters most.
Our Virtual Services
In-Person Upon Request
01.
Estate Planning
Planning for the distribution of your assets and the care of your loved ones after you're gone is a critical aspect of securing your family's future. Our estate planning services are designed to ensure that your wishes are carried out effectively, providing peace of mind for you and your family.
02.
Will Drafting
A carefully drafted will is fundamental in safeguarding your family's financial security and well-being. Our team specializes in creating comprehensive wills that reflect your intentions and protect your family's future.
03.
Trust Establishment
Establishing a trust can be a valuable tool in preserving your assets and ensuring their efficient transfer to your beneficiaries. Nicole provides expert guidance in establishing trusts that align with your specific goals and priorities.
04.
Incompetency Planning with Powers of Attorney and Health Care Directives
Establishing a Durable Power of Attorney and a Health Care Directive are valuable tools for make sure that you are care for if you can no longer care for yourself
Virtual Estate Planning
What is it?
First, you schedule a family protection planning meeting.
Second, we send you a link to a confidential questionnaire to complete before the planning meeting. The questionnaire helps us understand your family dynamics, your assets, and your goals to prepare for the planning meeting.
Third, you meet with our attorney via Zoom or Facetime whichever is better for you. At this time you and Nicole will develop a plan that works best for you and your family.
Fourth, after your consultation, Nicole will draft your documents and provide you with a tailored estate plan and a summary of your estate plan to help you understand your documents. You will have time to review the documents, ask questions, and make changes.
Lastly, Nicole will send you the final documents and detailed instructions for execution. You will simply print your estate plan, and follow the instructions for proper execution of your documents. It’s as easy as that!
Why Go Virtual?
Cost
Virtual Estate Plans are done on a discounted flat fee basis.
Convenience
By implementing virtual appointments, we are available when it is convenient for you- after work, on your break, and even on weekends. It also saves the time of driving to and from our office.
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