Three Levels of Planning
Families are not one size fits all, and the plan they establish to serve and protect their family shouldn't be either.
At Life Planning Legal Solutions, we offer three levels of estate planning to suit your family's specific needs, and you will be able to choose the level that best fits your family. Whether you are married or single, with a traditional family or a blended one, just starting out or looking back on a life well-lived, we will help you craft a comprehensive plan that achieves your goals for your loved ones.
Personalized Service and Fees
Our planning is priced at the intersection of effectiveness and affordability.
We work on a flat fee basis so that there will never be any surprises about what our services cost. You will never receive a bill from us in the mail.
Depending on your family's needs, the fee for our plan packages ranges from a more affordable Will-based plan to a robust plan that provides increased asset protection and wealth preservation. All of our plans include targeted asset planning using a unique tool called the Family Asset Inventory, which organizes and establishes a specific plan for every asset you own; incapacity planning, which includes financial powers of attorney and advance health care directives; and our Child Security Plan, which fills the gaps left by traditional estate planning and ensures your minor children are protected should something happen to you.
Yes, there are other lawyers who only charge a few hundred dollars for a Will or other estate planning document and online document services that charge even less. If you obtain a Will or other estate planning document using one of these sources, however, it is unlikely to achieve your objective of keeping your loved ones out of court and out of conflict in the event you become incapacitated or when you die. It is unlikely to keep your assets out of the Virginia Department of Unclaimed Property, which holds over $2 billion of other people’s money. It is unlikely to keep your children's inheritance safe from creditors, lawsuits or divorce. And, if you have minor children, it will not ensure they do not end up in the care of strangers.
If you want a plan that will achieve your objectives, we invite you to schedule a Family Planning Session so we can help you gain clarity regarding your family goals. You will then choose the planning package and fee that fits both your objectives and your budget.
Our Services
Trusts
Financial Powers of Attorney
Last Will and Testaments
When you work so diligently to accumulate your assets, the protection of those assets should be a top priority. At Life Planning Legal Solutions, we not only create for your family a customized revocable trust but we also provide you with hands-on instruction and guidance to ensure your trust is properly funded, thereby preventing your loved ones from dealing with a stressful situation after you are gone.
Last Will and Testaments
Financial Powers of Attorney
Last Will and Testaments
Your Last Will and Testament determines how your property will be distributed to your loved ones after you pass away. If you die without a Will, the default laws in effect in Virginia at the time of your passing will determine how your assets are distributed. We can help you plan for succession by preparing for you a customized Last Will and Testament.
Financial Powers of Attorney
Financial Powers of Attorney
Financial Powers of Attorney
It is essential for all adults to have a customized Financial Power of Attorney in their estate plan. In the event you become incapacitated and unable to take care of your finances, a carefully crafted Financial Power of Attorney will ensure your financial affairs are taken care of by someone you trust.
Child Security Plan
Advance Health Care Directives
Financial Powers of Attorney
Although traditional estate planning designates long-term guardians through a Last Will and Testament, it does not address the temporary, emergency care of your children in the event of your incapacity. As a result, your children may be placed in the care of Child Protective Services for a few days. The Child Security Plan is a unique planning tool that ensures your children are cared for by the people you select no matter what.
Asset Protection Planning
Advance Health Care Directives
Advance Health Care Directives
There are numerous situations where asset protection becomes key, including lawsuits, divorce, debt claims and failed business ventures. We can help you implement strategies to protect what you have earned and minimize financial exposure.
Advance Health Care Directives
Advance Health Care Directives
Advance Health Care Directives
An Advance Health Care Directive grants an individual of your choice the immediate legal authority to make decisions about your medical treatment in the event of your incapacity. Although no one likes to consider the possibility of incapacity, it can happen to anyone at any time, and it is therefore essential to have an Advance Health Care Directive in place to ensure that your medical preferences will be carried out.
