FAMILY AFFAIRS PACKAGES

OVERVIEW

WLF was founded to provide “a plan for every family” and this is the “plan.”


Estate planning at WLF is not one size fits all for everyone. We offer 4 levels of planning to suit your varying needs.  Our firm believes in personalized service for each and every client. Our approach is educational and proactive – we first determine each client’s individual needs, desires and values, and then tailor their plan to best fulfill their dreams.

 

If you qualify for one of our Family Affairs Packages,™ we bundle our Family Plan, Financial Plan, and Estate Plan in a done-for-you custom Family Affairs Legal Manual that not only will protect your assets and provide for your loved one, but will give you peace of mind that you have everything in place for all those what-if moments.  In addition, you will be entitled to a complimentary Trusted Advisor for life that is intimately familiar with your family and will meet with you to ensure you are protected for life.

PACKAGES

Family Affairs Will Plan

The Family Affairs Will Plan Package is for the family who doesn't have assets that would have to go through the court process called probate, but do want to guarantee their minor children are well cared for no matter what, their health care wishes are turned into directives, and their loved ones are able to access their assets using a durable power of attorney if they become incapacitated.



The Family Affairs Will Plan Package is a will-based plan that provides peace of mind knowing we are here to help you navigate the system during life and for your family after you are gone.  The plan includes Wills, Powers of Attorney, Health Care Directives (Proxy, HIPAA Release, Advance Directive and Final Disposition Authorization and Instructions), and a Homestead Declaration so that you know that you are well taken care of if anything happens.  In addition, we include a Child Protection Plan to ensure your children are always raised by the people you want, in the way that you want, and never taken out of your home by the authorities. 

Family Affairs Estate Plan

The Family Affairs Estate Plan Package is for the family who wants total assurance and peace of mind knowing that their family wealth will be transferred to their heirs with the most ease and convenience possible in the privacy of our office without court involvement.



Clients choosing the Family Affairs Estate Plan may also opt to protect their beneficiary's inheritance from lawsuits, spouses, and estate taxes.



The Family Estate Plan is a trust-based plan that provides the peace of mind knowing that we are here to help you navigate the system during life and for your family after you are gone.

This plan includes everything in the Family Affairs Wills Plan - the Family Affairs Legal Manual, Wills, Family Trust, Powers of Attorney, Health Care Directives (Proxy, HIPAA Release, Advance Directive, and Final Disposition Instructions and Authorization), Homestead Declaration, Child Protection Plan for minors and adult children (up to 25) - and the Revocable Trust(s), supporting Trust documentation and Trust Funding instructions, guidance, and follow-up.  All Trust Funding will be handled by you with unlimited guidance and support from us. 

Family Affairs Wealth Plan

The Family Affairs Wealth Plan is for the family who wants total assurance and peace of mind if the Family Affairs Estate Plan & also the comfort of knowing that asset transfers have been taken care of by our office.



This plan is appropriate for busy families who want the least amount of personal effort and the greatest amount of convenience and care.  We will do it all for you!



Your Family Affairs Wealth Plan includes all the components of the Family Affairs Estate Plan, plus we analyze how each of your assets is titled or designated.  We prepare an asset chart confirming what you own and how it is held and then complete all the forms and requests necessary to transfer every asset and designate every beneficiary for the maximum protection of your family and your assets.

Family Affairs Legacy Plan

The Family Affairs Legacy Plan is for the family who wants total assurance and peace of mind if the Family Affairs Wealth Plan & advanced estate tax planning.

It is a firm-funded, trust-based plan that provides the same guardianship and inheritance planning of the foundational plans, but goes far beyond those levels.  Depending on your family’s needs and goals, the Legacy Plan may include additional trusts for life insurance, real estate, gifts, and retirement accounts.  Additionally, the Legacy Plan will provide for your beneficiaries with special needs and has the most flexibility for charitable giving.

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