I Love You Trust
A System to Care Smarter
Keep Control
Provide More For Those You Love
Protect It From Predators & Creditors
Many families share a few of the same goals and risks. But each family also has goals that are unique to them. They also have unique road blocks that push their goals farther from reach.
Estate Planning is the process of identifying each family's unique goals and risks, then drawing a map for how to reach those goals while simultaneously taming the risks that block the way.
The Estate Planning process results in a plan to care for your family and manage your finances either when you are no longer able to do so yourself or after your die. While managing assets and reducing taxes are part of it, our clients quickly discover that the true value of estate planning is knowing how to achieve their broader goals during their lives and for the generations to follow.
What Can I Plan For?
The best way to predict the future is to design it.
What Is Your Estate?
Everybody has an estate, whether you realize it or not.
Either you make your plan or you let your family get stuck in court.
What If I Don’t Plan?
What Can I Plan For?
What is Control?
Planning to maintain control is the primary purpose of estate planning.
That begs the question: what does it mean to be in control?
While we are physically and mentally capable, it is obvious that we want to exert full control over our personal affairs, our health, and finances. We also want to lead our families with our wisdom and values.
We have all seen a parent or grandparent decline in as they get older or due to a health issue.
Avoiding Probate
What is a Revocable Living Trust?
Our Clients
Families With Kids Young & Old
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Doctors
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Art Collectors
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Business Owners
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Blended Families
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Entertainers, Artists & Professional Athletes
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Real Estate Investors
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Tech Investors
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Professional Women
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How To Identify Your Risks & Set Goals
The 1776 Process
Our process is the critical component of how how we design strategies for our clients & how we effectuate the results our clients demand.
We listen and ask questions to gain a basic understanding of your particular situation and concerns. Where appropriate, we explain our planning process and set a time for you to meet with us and your trusted advisors.
If you wish for us to review your affairs, we will quote a fee for this initial review and will request your:
Most current financial statements (including asset ownership and basis);
Past three years of individual and business tax returns;
Existing legal planning documentation; and
Supporting data and documentation.
If we determine that our services can be valuable to you and your family, we visit with you and your selected advisors for a one or two-day retreat to more fully understand your family, business, assets, concerns, and goals–far more than tax savings and asset protection.
Based on your needs and desires, we formulate the parameters of the Design Engagement including design fees, deadlines, and responsibilities.
With your advisors we create a plan by analyzing, testing, and challenging combinations of planning theories and strategies that specifically meet your needs. Where appropriate, through the use of narratives, graphs, charts, and schedules, we build your comprehensive, dynamic, workable, and understandable Wealth Strategies Plan.
We take you step-by-step through the Preliminary Plan for your understanding and input to further tailor the plan. Where desired, we refine and re-present the Enhanced Plan. Together, we set the specific fees, timelines, and goals for the Implementation Engagement.
Every detail of the plan is assigned to the appropriate advisor for immediate action. Each advisor then implements their portion of the plan, including funding, reporting, management, and legal documentation. Following implementation we meet with you and your other advisors for a Confirmation Meeting to review and address the Implementation Details; Exception Reports; and Remaining Questions.
What is a Revocable Living Trust Centered Estate Plan?
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Our Process
Our process is a critical component how how we design strategies for our clients & how we effectuate results.
1. The Review Engagement
Introductory Call
We listen and ask questions to gain a basic understanding of your particular situation and concerns. Where appropriate, we explain our planning process and set a time for you to meet with us and your trusted advisors.
Gathering and Evaluation
If you wish for us to review your affairs, we will quote a fee for this initial review and will request your:
Most current financial statements (including asset ownership and basis);
Past three years of individual and business tax returns;
Existing legal planning documentation; and
Supporting data and documentation.
Initial Visit
If we determine that our services can be valuable to you and your family, we visit with you and your selected advisors for a one or two-day retreat to more fully understand your family, business, assets, concerns, and goals–far more than tax savings and asset protection.
Based on your needs and desires, we formulate the parameters of the Design Engagement including design fees, deadlines, and responsibilities.
2. Design Engagement
Analyzing & Testing and Building The Plan
With your advisors we create a plan by analyzing, testing, and challenging combinations of planning theories and strategies that specifically meet your needs. Where appropriate, through the use of narratives, graphs, charts, and schedules, we build your comprehensive, dynamic, workable, and understandable Wealth Strategies Plan.
Presenting The Preliminary and Enhanced Plans
We take you step-by-step through the Preliminary Plan for your understanding and input to further tailor the plan. Where desired, we refine and re-present the Enhanced Plan. Together, we set the specific fees, timelines, and goals for the Implementation Engagement.
3. Implementation Engagement
Plan Implementation
Every detail of the plan is assigned to the appropriate advisor for immediate action. Each advisor then implements their portion of the plan, including funding, reporting, management, and legal documentation. Following implementation we meet with you and your other advisors for a Confirmation Meeting to review and address the Implementation Details; Exception Reports; and Remaining Questions.