Family Heritage Planning is a service of Frisse & Brewster Law Offices, LLC |
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~ What is Family Heritage Planning? Family Heritage Planning is a service of Frisse & Brewster Law Offices that allows for efficient yet comprehensive estate plans for people at all levels of wealth. We know that you want to make sure your assets are used properly in order to protect and benefit those you love, as well as the church and charities you support. Through Family Heritage Planning, our firm can help you accomplish your family's goals, regardless of disability or death. ~ Why should I use Family Heritage Planning? You want to feel good about meeting your planning obligations, but you might be reluctant to start a planning process because you find it depressing or intimidating. Our firm believes that estate planning shouldn't be uncomfortable or confusing. We believe that listening to you, taking it one step at a time and making the process easy to understand will produce a plan that reflects what's important to you and is likely to save your family money as well. We can also unravel the complex decision-making process to protect any family business. ~ What issues will my plan address? Family Heritage Planning will: * Assure that you remain in control of everything entrusted to you for as long as possible. * Assure that family goals and purposes are met. * Meet any tithing or charitable support commitments you have without using money your loved ones would miss. *Alllow your personal Christian mission to be carried on even after your disability or death. * Assure that the people you pick to be in charge of your care and assets when you're unable to act will make decisions based on your wishes. * Minimize estate and other taxes. * Avoid unnecessary court involvement at disability and death (Probate) * Assure that what you leave to those you love wouldn't be lost if they suffer business or economic problems. ~ How can my Will reflect my Christian beliefs? Our firm offers the opportunity for your plan to include documents expresssing your Christian faith, aimed at encouraging your family in the period after your death to love one another, be generous, and handle their loss as you would want them to. Our firm also offers the more comprehensive Christain Heritage Plan for those who wish greater emphasis placed on their faith. ~ How does the process work? First, you'll meet with one of our attorneys. We'll ask you to teach us about your family and concerns. Then we'll show you the planning choices you've made and how your goals can be met. We'll discuss our fees and payment schedule because we don't believe this should be a vague or uncomfortable part of working together. |