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At the Law Office of David T. Siegel, Esq., LLC we take a more holistic approach to estate, special needs, and elder law planning. We look at the client as a whole in all aspects of their lives including: their family structure, financial resources, health and healthcare needs, tax structure, charitable giving philosophy, and all other distinctive elements that make each and every client unique. We begin with the understanding that no two clients are the same and therefore no two plans can be the same.
That is why we do not create "cookie-cutter" plans, instead we draft individual plans that have been customized for that particular client and their family. Our goal is to provide all of our clients protection, flexibility, and control of their assets and legacies by assessing the client's current family, financial, and healthcare situations and determine how best to design a plan that will provide the appropriate level of protection, flexibility, and control through the implementation of a comprehensive estate, elder law, or special needs plan.
Utilizing our four stage planning process, we are able to assess each client's unique situations; design a plan that will achieve that client's goals; and provide appropriate levels of protection, flexibility, and control throughout the life of the plan.
Identify your Goals: Every family has different goals for their estate, elder law, or special needs plan. The CONCEPT stage is when we help you discover those goals and provide you with options that will best achieve those goals. Some possible goals are: Multi-Generational Planning, Family Harmony, Ease of Administration, Leaving an Organized Estate, Asset Protection, Charitable Giving, Long-term Care / Incapacity Planning, Tax Efficient Transfers of Wealth, Same Sex Planning, Probate Avoidance, Pet trusts, and Planning for Second or Third Marriages and Blended Families.
Tell your Unique Story: Customization of the plan to achieves your particular goals occurs during the DESIGN stage. Every plan is unique and your family's situation and circumstances are carefully addressed with specific provisions and customized language that are specifically drafted to meet your family's goals. Clients will make the very important decisions regarding who to choose to fulfill the important roles in their plan and how they wish their financial wealth is passed on to the future generations of their family.
Putting your Plan into Action: Signing your documents will bring the plan to life. After you execute your documents, they are legally binding instruments meant to guide you and your family toward attaining the goals set out in the CONCEPT stage of planning. The EXECUTION stage of the planning process is where we want to incorporate your trusted advisers and family into the planning process by having Financial and Family Focus Meetings. There are many people that will play a role in your plan to make it effective, this stage is a good opportunity to bring those people together to discuss their roles in your plan.
Keeping your Plan Updated: Change is a natural occurrence within all our lives and change also occurs over the lifetime of our estate, elder law, and special needs plans. As your family, goals, health, and finances change over the years it is imperative to make sure that your estate or special needs plan evolves with those changes. We provide our clients the ability to update and maintain their plan, by maintaining two-way communication with our clients in regards to changes in the law and to their lives, so that we can adjust their plans as needed.