We counsel, design, deliver and fund comprehensive estate plans for our clients. We are not just selling you documents we are helping you create a plan that will work. If you don’t know what trust funding is then come to one of our informational sessions to learn more. We utilize a trust based approach to estate planning and provide all the documents and funding assistance you need to properly implement the plan.
HOW INSIGHT LAW APPROACHES ESTATE PLANNING
IMPORTANT ISSUES TO CONSIDER IN ESTATE PLANNING
- Are your assets properly titled?
- Does your family know your health care wishes?
- Have you taken the necessary steps to avoid the probate process?
- Do you have a plan if you become disabled?
- Are you beneficiaries prepared if something happens to you?
- Do you have an updated plan?
- Will your estate be subject to estate taxes?
WHAT OUR CLIENTS SAY
HOW INSIGHT LAW IS DIFFERENT FROM OTHER ESTATE PLANNING LAW FIRMS
At InSight Law, we cultivate a collaborative relationship with our client family to ensure we make mutual commitments to develop, maintain and carry out an effective estate plan that will accomplish all of our client’s goals and objectives. The graphic below summarizes the lifespan of effective estate plans that work for you and your loved ones.