How We Are Different

A Different Kind of Estate Planning

Estate planning has many misconceptions.  It’s a complicated legal system that is not one size fits all and all too often is mis-applied and doesn’t address the real or the long term issues that you and your family will face over time.  The good news is that it doesn’t have to be that way – that’s why we’ve developed BridgeBuilder – Plans for Life.

BridgeBuilder-Plans for Life is a practice group of Kevan D. Acord, P.A. (“KDA”) specializing in helping families enhance their lives today and secure their futures for tomorrow.  We excel at guiding families through the often confusing maze of financial and legal decisions to create plans that ensure the well-being of families and the accomplishment of cherished family goals.  Our considerable legal expertise includes family protection, wealth preservation, and values-based planning for couples, planning strategies for unmarried couples and divorced individuals, and all aspects of estate administration.  Whether you are married or single, with a traditional family or a blended one, just starting out or looking back on a life well lived, we will help you craft a plan to achieve your goals for your loved ones for today and years to come.  Our goal is ensure that your plan works when you need it to.

Traditional Estate planning often results in:

• Plans that do not address what is truly important to you
• Plans that don’t provide adequate protection for your beneficiaries
• Plans that aren’t fully executed because they are not fully understood
• Plans that are substantially out of date (and ultimately worthless) due to changes over time
• Very high risk of significant fees and expenses

BridgeBuilder is a practice unlike the “traditional” estate planning practice you have encountered or heard about.  We know you want to make the right decisions for your family.  We understand you are busy with work and family, and want the peace of mind knowing that if anything were to happen, you have a plan in place that will take care of your family.  BridgeBuilder is about so much more than assets.  BridgeBuilder focuses on what’s important to you while ensuring that your beneficiaries have sufficient safeguards in place for their inheritance.  Finally, BridgeBuilder makes certain you have the necessary information to make informed decisions.
Our goal, our mission, our purpose is to help you make those decisions, to give you that peace of mind.  We have developed a process that is unlike the traditional estate planning process, our process ensures you make the right decisions for your family, now and throughout your life. 

HOW WE ARE DIFFERENT

We provide Client Centered Counseling and Values Based Estate Planning.  We do this by listening to our client’s needs, goals, concerns and objectives.  We also deal with more than just your financial assets by emphasizing your family wealth, your values, ethics, stories, history, education and religion.  Finally, we tailor each plan according to your family wealth and those same values, needs, goals, concerns and objectives.

We address the needs of today’s generations.  We understand that clients don’t pay for hours, they pay for solutions. Therefore, we have thrown out the billable hour by offering three levels of planning.   Before your BridgeBuilder Planning Session, you will receive a fee schedule so you know upfront what the range of cost might be.  We also provide the most innovative tools to supplement your planning solutions.
We ensure your plan works, always.  As part of your fee, you’re a member in our PLANS FOR LIFE PROGRAM, a unique maintenance plan to keep your plan up to date year in and year out by offering yearly reviews.  We encourage communication with our clients through your trusted advisors, newsletters and client events and always return your phone calls within 24 hours. 

We have the expertise.  We have over 15 years of estate planning experience and all of our attorneys have achieved Master’s of Law in Taxation degrees.   Further, through our boutique law firm, we have access to and work in conjunction with CPAs.  Finally, we have the most up-to-date, thorough research and planning tools available, and are members of WealthCounsel, the leading provider of tools and intelligence to the estate planning community.

We look forward to seeing you and helping to care for your family.