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The FELP program is for families and individuals seeking a solid and lasting relationship with an estate planning team of advisors who will work with them to develop – and maintain – an effective personal, financial, and tax plan.

What Does It Cost?

All estate plans come with a flat fee price quote at the end of your Goals & Responsibility conversation. Watch our on demand workshop.

3 Big Answers

Every estate plan should answer:

  1. Security during disability
  2. Clarity upon death
  3. Optimizing your estate for your loved ones

Have a Conversation

Get started with your Free Goals & Responsibility conversation. This allows us to spend an hour talking about what really matters on your estate planning journey. We’ll decide together if we’re a good fit and, if appropriate, walk through the next steps in our process.

Our Trademarked Process Personalized for You

Our trademarked process is designed to provide you a comprehensive estate plan that will be maintained for you and your family for the rest of your life.

 

The 7 steps of our Family Estate & Legacy Program are below the wheel graphic.

Our trademarked process is designed to provide you a comprehensive estate plan that will be maintained for you and your family for the rest of your life. Click around the wheel to navigate the 7 steps of our Family Estate & Legacy Program. 

Organizer Goals & Responsibility Conversation Design Document Builder Advisor Coordinator Asset Alignment Maintenance Program

Step 1 | Client Organizer

It all starts with your Client Organizer that you complete, and which gives us a starting point to analyze your current situation. It also provides us the facts that we need to ask you the right questions pertinent to you. The information that you provide is confidential.

Client Organizer – It all starts with your Client Organizer that you complete, and which gives us a starting point to analyze your current situation. It also provides us the facts that we need to ask you the right questions pertinent to you. The information that you provide is confidential.

Goals and Responsibilities Conversation – As we begin our initial conference, we will ask you what goals are most important to you and what concerns or obstacles may currently stand in the way of achieving those goals. This will form the basis of your estate planning strategy. At the end of this meeting, we will give you a flat fee price quote.

Design – We will work together to design a trust that meets your needs, given your family and financial situation, and your goals and concerns. There is no such thing as a “one-size-fits-all” estate plan. The Design element will consider the types of assets that you own, how you own them, and the relative tax consequences.

Document Builder – We will build your documents based upon the Design phase specifications, providing you easy to read and understand flowcharts and summaries. You will have as much time as you need to ask questions.

Advisor Coordinator – You may have a trusted attorney, CPA, or financial advisor that you would like involved in this process. We’re happy to do so. Just let us know and we will either invite them to your meetings, or conference call them in if they are not local.

Asset Alignment –Unlike other firms who do not focus on funding at all, or may at best simply hand you a sheet of instructions on how to transfer (or “fund”) your assets into your trust, we host a funding workshop. This workshop is another way that our unique process provides you confidence, comfort, and clarity.

Maintenance Program – Your estate plan includes one free year in our Legacy Club Maintenance Program, which is a cost-effective way to ensure that your documents do not fall out of date with the ever changing legal, tax, and financial world. It ensures your estate will work when you need it to.

get started here
watch our on Demand Workshop: Client-Centered Estate Planning

Watch Our On Demand Workshop

how do i know if i’m a good fit

We are estate planning experts and provide the greatest value to:

Individuals who value your hard-earned assets and want to ensure that you can take of yourself and your loved ones on your terms.

People who want a collaborative and ongoing relationship with estate planning specialists, as opposed to just buying a set of documents.

Families that value staying current on the ever-changing estate planning and tax law landscape and knowing what planning opportunities are available to you.

Still Have Questions? Keep Reading:

I don’t like thinking about my estate plan. Can’t I just keep what I have or just update my simple will?

Nobody enjoys thinking about what needs to happen if they become disabled or when they die. Many who have previously planned their estate find it confusing and don’t like the feeling of being told what to do. That’s not what happens when you work with us. The Family and Estate Legacy Program 7-step process begins with your goals and concerns, resulting in a plan that will give you and your loved ones comfort and clarity. Attorneys in our law firm are Board Certified in Estate Planning, Trust and Probate law, and we are licensed in Ohio, Indiana and Kentucky. Our estate planning team will help you design an estate planning strategy that feels right for you and your family, whether it’s a simple will or something more substantial.

I already have a revocable trust but never titled any of my assets into it. What now?

Your trust is ineffective if it isn’t properly funded. We see this all the time during our initial client meetings. When we update your estate plan, we don’t hand you an instruction sheet and expect you to fully and properly fund your trusts. We discuss funding during the Design process, we host a monthly funding workshop for our Legacy Club members, and we offer funding support by working with you and your financial firms to ensure that your accounts fit “hand in glove” with your estate plan. You are involved in every step of that process, but we provide you with the education, tools, and support you’ll need along the way.

I’ve already been very healthy. I exercise regularly and watch my diet. And even if I do become disabled, I am not going into a nursing home. Do I really need to plan for long term care?

Fact: Millions of people live in assisted living or nursing facilities in this country, And not one of them “thought” they’d end up there. About 70% of our aging population will need long term care at some point, and on average for three years. With the cost of care already high and steadily rising, it’s no surprise that these costs are the biggest threat to the wealth and savings of most American families. Medicaid has strict financial requirements which disqualify most people from the benefit. Working with our team to plan for the possibility of the need for long term care down the line mitigates the risk of shifting the physical, emotional, and financial burden to your family should you become disabled. Remember, estate planning is something we do in consideration of everything we have and everyone we love. It’s best to be prepared.

I’m concerned about what happens to the inheritance I leave behind for my children. What if they get divorced? What if they get sued?

Most people that come into our office share this concern. And to be honest, most estate plans we see during our initial meetings provide no kind of assurances that assets you’ve worked hard to accumulate and save will end up in the right hands after you’ve passed away. Nearly every plan we develop with and for our clients protects an inheritance from: lawsuits and bankruptcy, divorce, the nursing home (once our children have aged), and from the quagmire of probate court. This means that the inheritance will be preserved for only those people you choose to provide for, and no creditor or predator who may seek to stake a claim to your money.

I’ve heard that a lawsuit gets filed every 4 seconds in this country. How can I protect my assets?

The after-effects of the 2008-2009 recession still linger across the Midwest, and many hard-working individuals and across the United States worry about how they’ll shield their assets or businesses from possible threats, especially aggressive lawyers and their clients. You’ve undoubtedly heard the old saying: “An ounce of prevention is worth a pound of cure.” This means that when it comes to protecting our assets, don’t wait until it’s too late! Asset protection takes on varying shapes and strategies depending on your values, goals, concerns, and nature of your assets. There’s good news: Ohio consistently ranks as one of the best asset protection states in the country. And our estate planning team continually sharpens its skills to remain on the cutting edge of asset protection law and strategies for the benefit of our clients.

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"The Estate Planning Guide"

Inside you’ll find valuable information on why you need to update your estate plan and why your current plan might not be quite right for you.

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