YES, YOU NEED AN ESTATE PLAN!
HELLO and THANK YOU for visiting Jamii Law! If you’ve found your way to this page, then you’ve probably thinking about putting an estate plan in place but haven’t gotten around to it. I am passionate about providing thoughtful and compassionate services to families because I know personally and professionally know that families experience a great amount of and confusion when a loved one becomes seriously ill or passes away without a plan.
Listed Below are the Top 3 reasons people give for not having a plan and my response to each. Do any of these apply to you?
I’m not rich so I don’t need a will.
Response: regardless of your income. Most families need an Estate or family protection plan to eliminate or minimize the hassle and costs of probate or private. A plan also ensures that you control who gets your stuff. A family protection plan also provides safe guards for any unexpected illness or disability.
I don’t know where to start.
Response: I have great tools and worksheets to help you get organized and make some important decisions. I will also walk you through the process step by step.
I can’t afford it.
Response: My services are provided on a flat fee basis that you will know up front. I will work with you to structure a payment plan that fits into your budget. There won’t be any surprises or an unaffordable bill at the end.
LET'S GET STARTED TODAY!
Aren’t you ready to stop worrying and gain the peace of mind by knowing you have put a plan in place for your family’s protection and financial well-being? Download our “10 Steps to Getting Started” to organize your thoughts and begin creating an estate plan that protects your family.
LEGACY BUILDERS™ SEMINAR
Legacy Builders™ is a complimentary seminar offered by Jamii Law that is designed to provide attendees with an understanding of the estate planning and probate court process. The goal of the seminar is to empower participants with the knowledge they need to determine their assets, structure an estate plan and provide a blueprint for the orderly transfer of wealth.
A summary of the material covered in Legacy Builders™ is provided below:
● What exactly is an estate plan and why do I need one?
● An explanation of why you need a “cradle-to-grave” plan.
● An explanation of the “Fab 5 Essentials” – the 5 documents needed for a complete plan.
● How you can use a wills, trusts, and legal documents to protect your wealth and leave a lasting legacy.
● Resources for getting started on an estate plan.
After working with Jamii Law™, parents and caregivers are empowered to create an estate plan that protects their families and preserves their wealth. Clients learn the right information and tools to protect their legacy and enjoy peace of mind.
FREQUENTLY ASKED QUESTIONS
In this section, we have comprised some of the most commonly asked questions regarding estate planning, wills and trusts. If you find that you are still seeking answers, do not hesitate to contact Jamii Law™.
Question: I don’t have much, so why do Ineed an estate plan?
A: Common assets such as property, bank accounts or retirement accounts are encompassed in an estate. If you do not have a will or trust in place the courts will determine how the assets are distributed.
Question: Why do I need an estate plan? I’ve already told my children how I want my property split between them.
A: Unfortunately, a death in the family can cause unexpected conflict amongst family members. Wills and trusts ensure the wealth distribution process occurs smoothly and without dispute.
Question: If anything happens to me, why should I worry? My family will take care of my children.
A: Although a parent is the natural guardian of minors, he or she is not the guardian of any property the minors inherit. If there is no surviving parent, the court will name a guardian for both the minor and their property. Providing clear instructions ensures you have control over the care of your children in the event that you pass.
Question: Why do I need more than a will or a trust?
A: While wills and trusts are the first step, a complete estate plan is designed to protect families in the case of physical or mental incapacitation in addition to death. As the Baby Boomer generation ages, dementia and Alzheimer’s disease are more prevalent. A “cradle-to-grave” estate plan includes five essential documents that provide a blueprint to care for an individual in the event of physical or mental incapacitation.
SMALL BUSINESS SERVICES
In this Age of the Internet, it’s easier than ever to start a small business. Entrepreneurs are no longer constrained by high start-up costs that go along with securing an office or storefront. If you have a good idea, access to a computer, and are just a little social media savvy, you can launch a business.
While it’s easier to get a business off the ground, the need for legal protections has remained unchanged. Unfortunately, in this Digital Age, too many business owners launch their businesses and by-pass putting the essential protections in place. This can lead to big problems.
Don’t leave yourself and your ASSets exposed by skipping the steps to properly organize your business! At a minimum, all business owners need to put these basic protections in place:
● A name that doesn’t conflict with someone else’s business
● A form of Business Entity – Sole Proprietorship, Corporation, LLC – and file the paperwork with your State
● Federal Employment Identification Number (FEIN)
● Business Banking Account
● Intellectual Property Protections
● A website that complies with FTC advertising regulations. Policies and conditions in place to safeguard your clients’ privacy and that sensitive information is secure
● Contracts that ensure your relationships are legal and that you are protected.
I know it seems like a lot, but trust me, these are the minimal protections you want to have in place to protect your business and safeguard your personal assets.
The Jamii Law team is here to serve your Small Business Start-up Needs. Of course, our services are offered on an upfront, flat fee basis. This allows you to choose the package of services you want and to know just how much it will cost. Download this Small Biz Start-up Checklist to help you get started.
If you believe that you would benefit from receiving estate planning services or participating in the Legacy Builders seminar, please contact our team to discuss how to plan and present a seminar with Attorney Gina Smith.
Our offices can be reached by phone at 312.868.0781 or via email at firstname.lastname@example.org.
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