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Estate Planning Fundamentals

by Phil Levin, Esq. on May 24th, 2012

While some clients think that estate planning is only about how to divide their property after they pass away, one of the most important reasons to create an estate plan is to pass on values and beliefs.

A comprehensive estate plan should also focus on taking care of clients while they are alive and implementing the best strategies for providing optimum flexibility in the event of an illness, injury, or incapacity.

Our clients agree that estate planning is about:

  • Maintaining control of their property while alive;
  • Taking care of themselves and loved ones in the event of a disability;
  • Giving property to who they want, the way they want, and when they want; and
  • Minimizing taxes, expenses, and court costs which are legally possible.

At The Levin Law Firm, we strive to provide caring and compassionate client service. We want our clients to know that we are here to take care of them by first listening to their unique concerns and goals. Only then, can recommend viable estate, trust, and tax planning strategies designed to achieve the goals and objectives of our clients.

Every client is different, and each unique situation presents its own estate planning challenges and opportunities. We encourage you to visit The Levin Law Firm website, which contains easy-to-understand trust and estate planning topics that can help your clients plan today to protect and preserve their estate.  Feel free to print any page, bookmark it to return later, or forward a copy to your clients, along with your friends, family members, and colleagues.

While we offer a Complimentary Estate Planning Consultation to our prospective clients, some people find scheduling their initial consultation to be a bit intimidating, as they wonder what documents and financial information will they need to locate and bring along.

At The Levin Law Firm, we try to make the estate planning process as simple and convenient as possible. When your client is ready to schedule their initial consultation, our Estate Planning Fact-Finder contains valuable tips on how to prepare for their Estate Planning Consultation.

We welcome the opportunity to be of value to individuals who are interested in arranging a Complementary Consultation to discuss their estate planning goals.

If you would like to discuss a particular client situation, or arrange a consultation on behalf of your client, please contact The Levin Law Firm directly at (610) 977-2443.

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