Estate Planning & Management
Plan today. Protect tomorrow.
Estate planning and management represent the legal foundations necessary to design, build and maintain the generational wealth bridge for your family's future. By establishing wills, trusts, incapacity protection, dispute prevention and administration support, Inherent Law Group provides the legal structure for family control, tax protection, minimized court activity and fewer relational disputes. Please peruse our related service catalog below.
Comprehensive Estate Planning & Management Solutions
Wills
Protect your possessions to the people you love with legally-binding wills that honor your wishes.
Trusts
Control and continue family wealth and wisdom through strategic trust planning & management.
Conservatorship
Safeguard your assets in advance (for when independent financial decision-making is no longer reliable).
Fiduciary Services*
Protect your estate and manage your finances through a trusted fiduciary, agent or trustee.
Mediation
Secure mediation services to resolve disputes and avoid probate or litigation (from ineffective estate planning).
Probate
Retain legal counsel when probate court proceedings become necessary (from a lack of estate planning).
Purposeful Estate Planning
Estate planning is like the design phase of that generational wealth bridge. Estate planning isn't about expecting the worst; it's about making sure that when life takes that unexpected turn, your family isn't left guessing, arguing or scrambling through paperwork. Inherent Law Group will work together with you to draw up your estate's legal blueprint (while you are able) thus ensuring your instructions are ready, clear and enforceable.
1. Your financial and final wishes are known and honored
2. Your friends and family are protected and at peace
3. Your legacy is transferred with clarity and dignity
“Secure Your Legacy
Today.”
“Inspire Future Generations
Tomorrow.”
“Ensure generational wealth and wisdom are passed down for generations to come.”
Mindful Estate Management
Estate management is the operational and maintenance phases of the generational bridge entailing regular updates (as directed), ongoing support (especially during crisis or incapacity) and financial oversight (when money management is required). Estate management can also include, during certain times, the day-to-day administrative work of organizing records, paying bills, safeguarding property coupled with coordinating advisors and aligning the decision-making team you've created.
1. Your wisdom is extended to generations
2. Your instructions are kept accountable
3. Your legacy continues affecting others
Both estate planning and estate management are critical components of the generational wealth bridge. Inherent Law Group provides legal guidance and architectural expertise to protect and propagate your legacy. We are a multigenerational law firm designed and structured to endure great tribulations and beyond with unique methodologies to protect and manage your family's wealth over time and troubled waters.
Estate Management vs. Care Management
Estate Management focuses on the financial aspects of the person (Wills, Trusts, Financial POAs, etc.) with dedicated executors or trustees whereas Care Management focuses on the healthcare of the person (EHCD, AHCD, Medical POA, etc.) with designated caregivers or proxies. The procedural overlap between wealth and health matters lie inextricably linked to and overlapping the point of death.
Inherent Law Group bifurcates the wealth- and health-related legal documents to ensure healthcare factors take precedence over financial factors before, during and after that transitional point of death.
Ready to Safely Transport Your Legacy?
The best time to build the wealth bridge is before unexpected, accidental or emergency situations make choices for you. Schedule an estate planning consultation at your earliest opportunity for clear steps, plain language and a legal architecture your family can actually use.
Ensure wealth and wisdom are passed down for generations to come.