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Home » Estate Planning Articles » Your Family Deserves More Than an Estate Plan

Your Family Deserves More Than an Estate Plan

December 30, 2011

Compliments of Our Law Firm,
By: The American Academy of Estate Planning Attorneys

We all want to do our very best to provide for our families, both during our lifetimes and after we’re gone. That is why we work hard, manage our finances carefully, and take estate planning seriously. The estate planning landscape has changed significantly in just a few years, and the opportunities are better than ever for those of us who want to leave a true legacy for our loved ones.

A generation or two ago, the best most people could do was to leave behind a good, solid Will. This allowed them to provide financially for their families and distribute their possessions in the way they saw fit.

Then, estate planning evolved to include disability planning. With disability planning, simple steps could be taken to prepare for situations like serious illness or injury. Proper planning smoothed the financial and medical transitions these situations brought on, keeping families out of court during an already stressful time in their lives.

Now, estate planning has further evolved to allow us to do even more for our loved ones. With Legacy Planning, we can go beyond allocating our financial wealth and making a disability plan. A Legacy Plan goes a step further, allowing us to pass on our true wealth – our values, wisdom, family history, and other non-financial wealth – in addition to providing long-term financial protection to those we leave behind.

With a Family Wealth Trust, you can use Legacy Planning to pass on your true wealth in the way that best suits your loved ones. When you establish a Family Wealth Trust, you select one of two levels of financial protection for your family members, depending on their needs: The Family Access Trust or the Family Sentry Trust.

The Family Access Trust keeps your children’s inheritances separate from their personal finances while allowing them full access to inherited funds. In most states, this arrangement is ideal for offering divorce protection for an adult child who is financially savvy and responsible with personal affairs. The Family Access Trust allows the use of an inheritance while ensuring that, in the event of a divorce, a former spouse does not walk away with a portion of your hard-earned nest egg.

If any of your children need a little additional help with financial management, the Family Sentry Trust might be the appropriate option. Under this arrangement, your child receives financial oversight from a third-party Trustee chosen by you. The Trustee follows your instructions in allowing your child to access Trust funds, protecting your child’s inheritance not only from divorce, but also from creditors, lawsuits, and poor financial decision-making.

If you want to leave a true legacy, a traditional estate plan is not enough. With a Family Wealth Trust, you can pass on your values, wisdom, and family heritage along with your nest egg. You can also provide your children’s inheritances with just the right amount of protection from the threats and challenges of life.

An estate planning attorney with experience in Legacy Planning can help you explore all the options for you and your family.

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We need to update our Living Trust and attended Schomer Law Group’s seminar. Afterwards we made an appointment and were impressed by the attention Scott Schomer and Liran Aliav gave to our case answering all questions and making suggestions how to minimize the estate tax. All the office staff is very friendly and we highly recommend Schomer Law Group.

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Mr. Schomer does an amazing job at explaining all the intricacies of establishing a trust. He and his team help you every step of the way so you always know what to expect and what you are preparing for. Best education you can get and the best gift you can give your family.

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We put off getting a trust for years. After attending a seminar with Scott Schomer we realized that the time had come to get a trust. We were given very good reasons for why we should get a trust. No pressure, just the plain facts. We are very relieved and happy to finally get our trust. Scott and Cesar were very knowledgeable, helpful and listened to our ideas of what we had to say. Any questions that we have now and in the future they are available to assist us to solve them. I recommend the Schomer Law Group and I wish we knew about them years ago.

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When you’re presented with an invitation to attend in a mailer, you may have reservations, this was a truly gift!! My wife and I were educated and guided through the process of creating a family trust.
Both of our parents had attorney’s that “worked” with wills/trusts, but came up short. Fortunately, the Schomer Law Group was there! This is a group of attorney’s that only specialize in estate planning, law, and financial advice, so you know you’re getting expert and personalized advice. This is the best money we’ve ever spent!! Thank you!

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We knew we had to update our 10 year old ( 20 page ) trust. After several detailed meetings, Liran and Cesar produced a large ( 300 pages + ) highly detailed trust document that we have used to make sure our family estate is well managed and clearly understood.
They were all very helpful in answering myriad questions and explaining all the various options…

We would strongly recommend the Schomer Law Group to anyone with an estate of even modest means, to assure proper planning…

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We had contemplated updating our will and starting a trust for a number of years. After attending a talk by Scott Schomer we realized we were long overdue and the potential downside of not having our affairs in order was significant. Scott and his excellent team made the process simple and seamless. They were great listeners, addressed all our concerns and even pulled and processed all the paperwork from our financial institutions. If you are looking for assistance with estate planning, wills and trusts, we highly recommend Schomer Law Group.

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Very competent & informative – friendly atmosphere – ready to answer the most mundane questions – relaxed.

Joan S.
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Mr. Schomer was excellent in getting our family trust and estate affairs in order. My husband and I had put off doing this and Scott really made the process easy! He is very passionate in making sure his clients get all that they need and we really appreciated it. I would highly recommend him and look forward to the many years he will be available to assist our family.

Kim

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