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The LifeStyle Personal Planning™ Process

Overview

The LifeStyle Personal Planning™ Process is a new and refreshing way for clients to approach and enjoy what we call Life & Estate Planning. Unlike traditional word processing planning by many lawyers, what we try to do is approach planning from a fresh perspective.

Our fees begin at $500 and can be tailored by the client to the type of planning they desire -- from very basic and straightforward plans to the most complex wealth design plans. Our clients design their own fee structures.

Good planning means planning for you today while you are alive to enjoy your life and the fruits of your own labor; it is not planning for someone else. As a result of planning for you, one by-product of personal planning is that other people -- your loved ones -- are indeed taken care of. But our focus is on planning for us for today -- for our life style.

One way we encourage this fresh perspective is to offer our clients a LifeStyle Retreat™ once each quarter. Every 90 days, we all get together for dinner, day trips to museums, dinner & dancing cruises and our annual LifeStyle Antique Roadshow.

How to Become a LifeStyle™ Client

Clients are introduced to our planning in 1 of 2 ways:

1. Clients may attend an optional Private Briefing, an educational presentation taught in plain English. A Private Briefing is just that: private -- it's not open to the general public but rather it is confined to a small group of clients who have been invited either by other clients or by their professional advisors.
   
   Click Here to register for an upcoming Private Briefing.
   
   At the Private Briefing, you will be introduced to our concept of Estate Plans That Work™ - a simple, how-to-do-it the right way approach to designing an estate plan that actually works! So instead of guaranteeing that the money you leave to your children could go to your child's divorcing spouse, why not design a Life & Estate Plan that prevents that from happening?

2. Clients may forego the optional Private Briefing and directly attend our Relationship Explorer™ meeting with our LifeStyle™ Coordinator, Terry Myers. At that meeting, you will be briefly introduced to our concept of Estate Plans That Work™ and thereafter we will together decide if we want to work with each other going forward.
   
   Click here to register yourself or a client for an upcoming Relationship Explorer^TM meeting with our LifeStyle™ Coordinator, Terry Myers.

Planning

We offer 3 tiers of LifeStyle Personal Planning™ for our clients:

1. The Asset Maximizer™ Series: designed primarily for persons whose primary goal to is keep what they have, prevent it from investment erosion, protect it from Nursing Home or Medicaid forced spend-down, & leave it to their loved ones in the way they want.

2. The Trust Protection Maximizer™ Series: combines all of the features of The Asset Maximizer™ Series plus prevents the necessity of a forced guardianship proceeding in the event of mental disability, prevent assets from passing through Probate, and ultimately pass it entirely to their loved ones.

3. The Dynasty Enhancer™ Series: combines all of the features of the Trust Protection Maximizer™ plus additional protection for the money we leave our children & beneficiaries from their divorces, bankruptcy and lawsuits; AND the elimination of all or most estate and gift taxes for grandchildren and all subsequent generations.

Additional planning may involve the use of Irrevocable Life Insurance Trusts, Family Limited Partnerships, Intentionally Defective Grantor Trusts, Demand Trusts, Grandchildren's Trusts, Grantor Retained Annuity Trusts, Walton GRATs, Charitable Lead Trusts, Charitable Remainder Trusts, etc.

Business owners will need to coordinate their Life & Estate Plans with their respective business succession planning, buy-sell agreements, and business reorganization planning. The reorganization of a successful business, making a profit, into a new entity owned and controlled by the client in a completely income tax-free structure and asset protected structure should also be coordinated with the client's Life & Estate Plan.

Formal LifeStyle Updating Protection Plan™

We offer to all of our LifeStyle Personal Planning™ clients the additional option of a regular, routine and automatic updating program so that their Life & Estate Plan is always current and up-to-date. All plans undergo 3 types of changes: (1) changes in the client's personal family situation, and (2) changes in the legal environment with new laws and regulations, and (3) changes in the level of the attorney's experience level and ability to apply new and cutting edge planning tools to the plans of existing clients.

Annual Client Family Reunions (ACFRs) and Client Update Maximizer programs ensure that our client's Life & Estate Plans are always effective no matter what happens or when.

Fees

Attorney's fees begin at $500 and are commensurate with the type of planning requested by the client. Our clients are free to design their own fee structures depending upon the level of planning protections they desire.

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