Page 81 - Ultimate Guide to Estate Planning

federal taxes require advanced planning.
There's no fee to go through the consultation if
you are referred or are seriously considering

retention at our firm. Once we get through the
process, you understand what it's going to cost
you for the estate plan of your choosing, you
can say "yes" or "no"; or even decide to follow
the industry norm of 3 distributions.
Sometimes a client will follow up the “no” with

"I want to work with you but can we bring down
the price a bit?" Then we just determine which
triggers you want to remove.

It's not necessarily based upon the wealth. We
don't charge somebody more just because they
have ten million dollars. We may charge more
because we're doing more triggers or have other
issues associated with estate taxes.

Who am I best suited to help?
If you have enough wealth where you're
concerned about fundamentally changing the
lives of your children or grandchildren, then
you are likely a candidate for our firm. You
don’t want to give too much money too fast.

What's the definition of wealth? What is it that
will change their life? I've had clients that have

80