More Than Just Money
3 Year Plan Review Is Included
With each of our estate plans, we include a no-charge three-year review to ensure that as your life changes, so does your estate plan, and to confirm your assets are held properly for maximum protection.
Some of the benefits provided under our Membership Plans include:
✓ Annual plan review with unlimited plan amendments
✓ Annual priceless conversations to transition your most important and most frequently lost family wealth- who you are and what’s most important to you
✓ Annual membership in-service, which provides 24/7 online access to healthcare and guardianship documents
✓ Substantial discount on our fees for advising your loved ones after you’re gone
✓ Annual review of your assets and update of your asset spreadsheet
✓ And much more, including valuable membership enrollment bonuses.
For more information about our unique Membership Programs, please schedule a Family Wealth Planning Session and let’s review what you own, who you love, and what would happen under your current plan, or the state’s plan for you.
How We Guide You to Leave a Legacy That’s About Much More Than Just Your Money
After you're gone, your loved ones will miss you deeply. They'll long for your words of counsel and concern. Hearing your voice again would be a tremendous gift.
Through our unique legacy process, you can give your loved ones the most precious gift - a lasting expression of your love. What could be more valuable?
At Goldman Law Group, we believe estate planning isn't just about transferring your financial assets and personal belongings. It’s also about capturing and transferring your valuable, intangible gifts: who you are and what's important to you – your values, insights, stories, and experiences.
Let Me Tell You a Story
Several years ago, my dad died. He'd left me a voicemail on my cell phone and for years after he died, I'd listen to it when I missed him. Unfortunately, as tends to happen, my carrier changed, my phone went permanently dark, and not all of my data transferred. I lost my treasured voicemail from my dad.
How I wish I still had that voicemail message. Or even better, that I had a recording of my dad telling me what he loved about me, what his hopes were for me, what life lessons were most important to him, what values he most wanted for me, or even just saying my nickname he always called me.
You Could Make a Recording, But Who Has Time?
When I was first in practice, I would tell my clients to record a message for their loved ones and put it in a safe place or simply write notes to their children letting them know how they felt about them. But so few people ever actually did it. We just get so caught up with the day-to-day of our lives that focusing in on leaving a legacy seems to take a back seat.
We realized we’d have to build this into our planning process and not make it just another thing you’ll get done someday. That’s why at Goldman Law Group, we make it part of our planning for every client to help you capture and pass on more than just your money: your intellectual, spiritual, and human assets; who you are, and what’s important to you.