WHAT BENEFITS DO CLIENTS RECEIVE WHEN THEY ASK MARC TO HELP THEM WITH THEIR WILL OR TRUST PLANNING?

We help you and your family avoid unnecessary expenses, anxiety and problems when mental incapacity or death occurs by guiding you to the best will or trust plan for you. A customized estate plan helps you protect your family, assets, money and dignity - making life easier for you and your loved ones by eliminating court action and reducing financial and emotional stress.

HOW DOES MARC HELP YOU FIX YOUR ESTATE PLANNING PROBLEMS?

If you love someone and want to provide for them, then Marc shares quality time with you to help you become better educated about 10 vitally important tasks:

(1) Learn the rules of the game so you have the best chance of avoiding future trouble.
(2) Learn how to avoid leaving your family with a financial and emotional mess.
(3) Learn the pros and cons of will and trust planning.
(4) Learn the choices you have for estate planning.
(5) Plan for your mental or physical incapacity if you can’t handle your financial affairs.
(6) Plan for distribution of assets to whom you want, when you want and how you want.
(7) Protect your minor or adult children.
(8) Fund your assets with correct titles, ownership, and beneficiary designations.
(9) Learn how to handle the problems with a financial power of attorney in order to avoid conservator court.
(10) Obtain professionally drafted legal, educational, and instructional documents so you have solutions to solve your estate planning problems.

WHAT IS MARC'S ROLE IN THE ESTATE PLANNING PROCESS?

Marc's role is to guide you so you, as the decision-maker, can make intelligent decisions about: (1) solving your estate planning problems; (2) implementing the best will or trust plan to protect you and your spouse with lifetime mental incapacity planning; and (3) protecting your family with asset transfer planning when you pass so they receive your assets when you want and how you want in a way that benefits them.

WHAT ESTATE PLANNING PROBLEMS NEED TO BE FIXED?

Each of us has problems we need to fix. In the estate planning field, problems left unfixed result in adverse consequences for you and your family in terms of time, hassle, stress, money and court actions. The good news is there are solutions Marc can help you to obtain. Here are just some of the significant problems:

1. Mental Incapacity/Health Care/Coma: Have you formally designated an acceptable agent to deal with your medical conditions if you are unable to make those decisions for yourself?

2. Conservatorship Court: Have you taken the necessary steps to avoid the expense, legal fees, hassle, and delay of conservator court, where the judge appoints an agent for you to handle your financial affairs if you can't?

3. Probate Court: Have you taken the necessary steps so your family can avoid the expense, legal fees, hassle, and delay of the court action known as "probate" after you pass away.

4. Public vs. Private: Have you taken action so that your personal and family information does not become public at death or upon disability?

5. Minor Children to Social Services: Have you taken the proper steps to prevent the government social services department from picking up your minor children if you (as a single individual) or you and your spouse are hospitalized from a car accident?

6. Financial Power of Attorney May Not Be Accepted: Are you aware of the problems with a financial power of attorney that could prevent it from being accepted by one or more third parties, such as banks, credit unions, motor vehicle departments, investment companies and IRA custodians?

7. Problems with Joint Tenancy: Do you know the circumstances that can cause joint tenancy ownership of real property to be detrimental to you and your family?

8. Unintentionally Disinherit Children: Have you taken steps to avoid unintentionally disinheriting your children?

9. Protection from Creditors and Predators: Have you taken the necessary steps to protect assets you will leave to your children from their creditors and predators?

10. Manage Money/Assets for Minor Children: Have you taken the necessary steps to make sure a person acceptable to you will manage the money and assets you end up leaving to your minor children, rather than having a judge choose who will manage their money and assets?

11. Manage Money/Assets for Younger Adult Children: Have you set up an estate plan that will prevent your adult child from blowing through his or her inheritance before he or she becomes more financially mature?

12. Child's Spouse: Do you want your adult child's spouse to inherit and use money you leave to your child, or do you want your grandchildren to inherit it?