PASSING VALUES AND FINANCIAL WELL BEING TO YOUR FAMILY

Now is the time to take action to pass on your values and give guidance to the next generation. You can determine the time and method to transition the wealth you have created to your heirs. With proper planning, you can pass not only the wealth you have built but the values that wealth was built upon.

Jon understands your concerns. The constant change in family situations, assets and tax laws require more of your time and attention than ever before. Jon is available to work with you to preserve your estate and transition your financial assets and personal values to those you care for at the time you desire by:

• Discussing your goals and objectives
• Explaining the distribution of assets and tax savings under a new plan
• Highlighting federal income tax savings or problems
• Assisting you to keep the “family” (both the actual members and your core values) in your business
• Using appropriate legal documentation such as wills, revocable and irrevocable trusts, charitable remainder trusts and advance directives for property and healthcare

Jon will work with you to craft a plan to meet your individual needs and desires. An estimate of the cost of the plan will be given to you at your initial consultation with no obligation to you. If you decide to proceed, you will sign the engagement letter and drafts will be prepared for your review. At this point, you may make changes to the structure and details of the plan. When you are satisfied with your finalized plan, original documents are then prepared for your signature. You and Jon will then pursue any additional steps necessary to complete your plan.