Asheville and Hendersonville Estate Plan Attorneys
The Strauss & Associates, P.A. Planning Process
Do you want to avoid death taxes through proper estate planning? Are you a financial advisor looking for an experienced lawyer to set up a trust for your client? Do you need to revise an existing estate plan?
Strauss & Associates, P.A., is an experienced estate planning law firm, located in Asheville and Hendersonville, North Carolina. We accept clients from all walks of life who are interested in taking steps toward protecting and preserving their assets for future generations. Whether someone already has a comprehensive estate plan in place, or is just starting out, we have tools and resources needed to meet their estate planning goals.
We gladly accept clients through referral.
Plan your legacy. Protect your assets. Contact our experienced attorneys now at (828) 258-0994 or (828) 696-1811
Establishing Estate Plan Goals
Establishing a successful estate plan begins with clearly defined goals and a well-planned out strategy. To help clients with this stage of the process, we provide a detailed questionnaire that is designed to gather information about their financial planning goals and provoke meaningful thought on the topic of estate planning and their goals.
The Initial Consultation
When clients are ready, they can schedule an initial consultation with one of our estate planning lawyers. The initial consultation usually lasts one to two hours.
From this initial consultation, we begin formulate a comprehensive estate plan that can cover everything from incapacity to after-death issues. We draw out this plan in a flow chart so clients can visualize what their estate plan will look like, and can see the steps in the process. At this time, we will quote a flat fee for carrying out the plan, which usually takes about four to six weeks.
Signing the Documents
We bring all final copies of the documents to the signing appointment. During this appointment, we will carefully go over the relevant information, answering any questions our clients have about what to expect going forward. If the client approves the plan, the documents are signed. We then offer to make changes to the plan within 90 days of a signing for no additional charge.
We understand that circumstances change, or sometimes a client may have additional questions or revisions after their estate plan is in place. We will schedule a follow-up meeting to address any of these issues and discuss further planning objectives if there are any. As a continued service, we initiate contact with our clients every two or three years to review their plan and make sure it still aligns with their goals.
In order for a Revocable Living Trust plan to work as designed, the trust needs to be "funded." Funding is the process of changing the title of assets into the name of the Living Trust. We work hard to educate our clients on funding their trusts.
For more information on our planning process or to schedule an appointment with an experienced Hendersonville or Asheville estate planning lawyer, please contact us. We welcome calls from financial planners and accountants in need of an estate planning lawyer for their clientele.