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Estate Planning Essentials

Serving Las Vegas and Henderson, Nevada, including the Surrounding Areas


Estate Planning Is A Process

Estate planning

Technology is great, but it's no substitute for a personal and dependable relationship when creating a legacy for you and your loved ones with your team of Trusted Advisors.

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.

Our clients agree that estate planning is about:

  • Maintaining control of your property while alive.
  • Taking care of you and your loved ones if you're disabled.
  • Giving what you have to whom you want, the way you want, and when you want.
  • Saving every last tax dollar, professional fee, and court cost legally possible.

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, feel free to contact us or learn more about How We Help.

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.

Analyzing

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.

Designing the Plan

Through the use of narratives, charts and schedules, we build your Wealth Strategies plan into a comprehensive, dynamic and understandable plan.

Cooperative Design

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.

Presenting the Optimal 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.

Wonderful to Work With

“Lizette and the staff are wonderful to work with and always give us excellent, on target advice. The sense of protection and confidence we have with the Sundvick Legacy Center allows us to relax and enjoy life.”
- Shirley & Terry L.

Glad To Have Met Her

“Lizette sees the entire playing field and gets clients to see the same field. She interprets client goals well, even though the clients may not voice them adequately, if at all. We feel that she uses her extensive knowledge and tailors it for clients to make their situation better. We are exceedingly glad to have met her.”
- The Harris Family