Perhaps one of the most important reasons to create an estate plan is to pass on your values and beliefs. Clients often think that estate planning is just about how to divide their property after they pass away. Others think that estate planning is just about saving taxes. And still yet others think it is just about “documents” such as wills and trusts.
Good estate planning should also focus on taking care of you while you’re alive and provide you with optimum flexibility in the event you become disabled, so you can indirectly retain “control” to a limited extent.
Sundvick Legacy Center strives to provide caring and compassionate client service. We want our clients to know that we›re here to take care of them rather than sending them out the door with “documents.”
Some people find scheduling their initial consultation is a bit intimidating, as they wonder what documents they will need to locate and bring along. At Sundvick Legacy Center, we try to make the process as simple and convenient as possible. When you are ready to schedule your initial consultation, please visit our Estate Planning Consultation page for tips on how to prepare for your Estate Planning Consultation.
During our Introductory Visit, we listen and ask questions to gain a basic understanding of your particular situation and concerns. Where appropriate, we explain our planning process and, if desired, set a time for you to meet with us along with your trusted advisors.
During the process, we collaborate together to create a plan for you by analyzing, testing and challenging combinations of planning theories and strategies that specifically meet your needs.
Through the use of narratives, charts and schedules, we build your Wealth Strategies plan into a comprehensive, dynamic and understandable plan.
We take you step-by-step through the preliminary plan and listen to your reaction, critique and ideas in order for the team to further tailor the plan.
By combining our years of experience, knowledge and wisdom with your specific goals, family dynamics and asset diversification, you will receive a polished plan, specific flat fees, timelines and goals for implementation. The plan is then transformed into a workable and understandable model to provide you with the peace of mind of knowing that you and your family are well taken care of.
Copyright © Sundvick Legacy Center. All rights reserved.