We don’t draft documents. We create plans that will ensure your legacy long after you pass.
*Spoiler alert – we are not going to live happily ever after. We are all going to die and most of us will have some mental or physical health issues before we do. It is critical to take care of protecting yourself and “them” while you are still healthy. Estate planning, including the use of Trusts, is not only for wealthy individuals or families. Everyone, yes everyone, needs a thorough and well thought out Estate Plan that will work.
There is no point in getting an estate plan if it isn’t going to work in the way you think it will work. The problem is that with most plans, it isn’t obvious that it won’t work until it is too late. Anyone can obtain a will or trust fairly cheaply and easily. However, chances are that what you get will not begin to address what is really important to you and will not protect yourself or your family. At Brita Long, LLC we help out clients create estate plans that fit their goals and values, ensures that they are in control of their body and money, that address risks, and that most importantly work.
Our estate plans ensure that our clients maintain control over her assets during her lifetime and pass to whom she wants, in the way she wants and in a purposeful manner, while reducing the overall costs of professional fees and taxes. All while keeping private matters private and working diligently to keep family harmony. We are able to do this through getting to know our clients, what they value, and working through a comprehensive process that results in an organized and effective estate plan that fits their particular family and values.
We even incorporate temporary plans for minor children and pets. This ensures that your children or pets will always be taken care of by the people you want, in the way you want, regardless of your incapacity.