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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. You also want to avoid any unnecessary taxes, court costs or other fees.

Quality estate planning results from an experienced counseling-oriented attorney carefully listening to your needs, goals and concerns. Since each client has individual needs, we never attempt to fit you into a "one size fits all" plan. Your estate plan is designed with your cooperation and your family in mind, because each family is unique.

The Law Offices of James L. Moore, P.C. brings you over 20 years of legal experience to help you plan, protect and preserve your wealth and family values. We will work with you and your other planning professionals as a "TEAM" to meet your planning objectives, for you and your loved ones.

WHAT IS "LOVING TRUST" PLANNING?

It's more than controlling property and distributing your funds. It's passing along family values, your heritage, your hopes, aspirations, dreams and your goals for generations to come.

For example, do your children know:
  • their grandparents' birthdates and anniversaries?

  • any relatives that were in the Armed Forces? The details surrounding those events?

  • your family's values, traditions and religious beliefs?

  • your own "growing experiences" in life?

Equally if not more importantly,is the idea of providing detailed information regarding your children and loved ones. Have you considered the importance of:
  • a personal letter to the guardians chosen for minor children e.g. (why you chose them, your intentions regarding shcooling, college, religion, etc.)?

  • a personal letter to your own children expressing your hopes and desires for them if you are no longer there?

It has been said that most people will leave more detailed instructions for their babysitter than information with respect to their estate plan when they are no longer around.

These are priceless treasures that need to be memorialized now by incorporating them into your estate plan. Let us help you properly plan, protect and preserve not only your "possessions", but also your "family values and heritage".

IS A LIVING TRUST EXPENSIVE?

A living trust does cost more initially than a will. But the cost of not preparing a LOVING TRUST, if only measured in tax savings, is so much greater!! Consider your estate plan like you would consider the purchase of your home; the inital cost more than justifies the benefits you'll receive for many years to come. The "overall" cost is the most important consideration. It has always been true that the important question is not "how much does such-and-such cost", but rather; "what am I actually getting for my money"?

We can show you how to plan for a lifetime, same money, save taxes, save court costs and fees, and get a "superior" estate or business succession plan, all at the lowest "overall" cost to you and your loved ones.

IS ESTATE PLANNING REALLY A LIFETIME PROCESS?

Yes. Estate Planning is not a "one-shot" event; it is an ongoing process. Families change...goals change...assets change...and the law is always changing.

We can offer you an initial estate or business succession plan coupled with annual or bi-annual information and updates, as well as a contract for final post disability or death services that will provide quality planning at the lowest possible overall cost to you and your loved ones.

Please feel free to contact us with any of your questions or concerns.





©2010, Law Offices of James L. Moore, P.C.. If you have questions or comments, feel free to contact us here.