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Planning Team at Goff Legal, PC

You have questions—and we have answers. Our estate planning law office would love to hear from you! Please complete the form below with your details. Once we receive your submission, one of our friendly staff will give you a call to schedule a meeting.

Understanding the Three Ps of Estate Planning

The lawyers at Goff Legal are proud to offer you sensitive, skilled legal assistance tailored to your needs. When we work together, we’ll ask you to consider the three “P”s of estate planning:

#1 – People

Who are the important people in your life? Besides yourself, they likely include your loved ones: your spouse if you are married, children and grandchildren if you have any, perhaps your parents, siblings, or other relatives. Beyond them, “important people” also could include charities, special causes, colleges, universities, or churches to which you are committed. For some, “important people” could even include pets. Spend some time thinking about the impact others have had on your life. Make a list and jot down some notes. This is where the estate planning process truly begins—and we’ll guide you every step of the way.

#2 – Property

Property includes your assets in general. As we get started, make a list of the assets you own or control. You do not need to identify insurance policy numbers and exact dollar values just yet. Instead, think through your assets in terms of their nature (cash, stocks, bonds, real estate, etc.), their value in thousands of dollars, and your ownership interest. Do you own assets in your name only, in joint tenancy with someone else, or through a trust agreement or some other arrangement? Be sure to include often-overlooked assets like life insurance (the death benefit, not the cash value), business interests, and any inheritance you may expect to receive.

#3 – Plans

After identifying the important people in your life and your property, the next step is to consider the plans you would make for those people (including yourself) and that property in the event of your own incapacity or death.

Who would you name to make decisions for you if you could no longer do so yourself? Would the same person handle your finances and your personal and health care decisions? Who would care for your minor children? How would you distribute your assets to your heirs? Would you prefer to spare your heirs the potential cost and hassles of the probate process? Would you like to minimize the impact of estate taxes…or maximize the impact of a charitable bequest? Is there someone in your family with special needs whom you would like to provide? Is there someone who perhaps should not receive a great deal of (or any) money without some outside oversight?

These are just a few of the issues to consider when approaching the planning process. At this stage, they are much more important than the “treasure hunt” for legal documents. When you have the answers to these questions, we can help you create a customized estate plan to meet each and every consideration.

What To Expect

During your consultation, you can expect a focused discussion tailored to your needs. We’ll discuss your family dynamics, financial situation, and goals. Be ready to share information about the important people in your life, your assets, and your wishes for the future. Our attorneys will guide you through the complexities of estate planning in clear, understandable terms. By the end, you’ll have a solid understanding of the process and a roadmap for moving forward.

The Process

Phase 1: Gather & Design

First things first, let’s get acquainted. Schedule a consultation with our team. Once you’re ready, you’ll sign on the dotted line, officially joining the Goff Legal family. Then, it’s time to sit down (virtually or in person, your choice) with one of our attorneys to customize your plan.

Phase 2: Confirm & Draft

Once we’ve brainstormed and strategized, it’s time to put pen to paper. Your designated attorney will create a summary of our discussions for your perusal. After you’ve given it the once-over and given us the green light, we’ll start drafting your plan.

Phase 3: Review & Approve

All your documents will be sent to you prior to your review appointment. Take your time, review every word, and note any questions or concerns. Then, we’ll sit down together (virtually or in person) to ensure everything is clear and address any lingering doubts.

Phase 4: Sign & Fund

It’s time to make it official and sign all the necessary documents. You’ll receive a binder (physical and electronic) containing all your legal documents. We’ll also give you clear instructions on funding your trust, ensuring your assets are perfectly secure.

Pricing

We prioritize exceptional service by tailoring our pricing to each client’s unique needs, considering the complexity of the estate plan. Our approach emphasizes problem-solving and preventive measures, rather than solely focusing on speed and affordability. Many clients are pleasantly surprised to discover that estate planning can be more accessible than anticipated. We provide transparent pricing discussions upfront during your consultation, ensuring clarity and peace of mind.

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When You Are Ready

When you are ready to schedule a consultation, please call or complete the Consultation Request Form. One of our friendly staff will call you to schedule a meeting, and we’ll look forward to helping you.

We Look Forward
to Meeting with You

CONTACT916-625-6556
Contact Us 916-625-6556