Read this if you've worked hard to build up a multi-million dollar estate
If you are my client (or leaning toward getting started with our services), you're probably a talented person who has worked hard to build up a multimillion-dollar estate. So it's no surprise that you don't want to overpay for estate planning services or other legal advice.
On the other hand, with your entire estate at stake, it's no time to cut corners.
Practical, money-saving estate plans for affluent people
I create workable, money-saving estate plans for very well-off people. Some of those plans can get quite complex, involving trusts, limited partnerships and other business arrangements.
Relatively few people have the training and experience to do this. That’s what my clients are paying for. They know that if their estate plan is poorly designed, nobody will know until it’s too late. There are no opportunities for a do-over. When a plan doesn’t work, your loved ones have to cope with the mess.
Keeping my fee structure simple makes it easier to devote my time to the people who understand the value. That benefits us both.
It’s knowledge and experience you're investing in
Even when I can put a plan together quickly, it’s not just my time that a client is paying for. Rather, they are paying for me to know what they don't. In particular:
- What needs to be done
- How to get it done efficiently
- When to take which actions
- Why to pick one option over all the others, and
- Who will be affected
There are areas of law (and countless other topics) where I’m not an expert. I stay clear of those areas!
On the other hand, even in my area of expertise, I give away free tips. I regularly post free answers to questions on Avvo; I offer free guides in our online Resource Room. And I publish free tips here in the Probate, Trusts, and Estate Law Blog just about weekly.
Typical fees
Get started
If you want a responsive, straight-forward approach to estate planning from an experienced estate planning professional and you live in Palo Alto, California, or the surrounding area, please contact us. Our services can save you time and money, and provide lasting peace of mind. Please ring us at 650.325.8276, or get started here at our website.