Tuesday, February 15, 2011

The Blueprint

Last week I had the opportunity to be a guest on “The Entrepreneur Machine” on KCTE 1510 am. During the show I was asked a number of questions about the process that I take my clients through when creating their Family Wealth and Legacy Plan.  I think it is important for the client to understand the process and the steps we take to get the end result.  I know it can seem very overwhelming to think about taking the time to create a plan when life is already so busy. That is why we break up the planning process into phases making it much more manageable for the client.

Planning your estate is an invaluable gift you can give yourself and the ones you love.  To assist you with that gift, BridgeBuilder has developed the Family Wealth & Legacy Planning Blueprint, which effectively captures and protects your life experiences and wealth and shares them with those who love most.  This unique estate planning and legacy building process is designed to help you define the story of your life, create a bridge to future generations and preserve your assets, values, and heritage.  Here is a brief overview of the phases we take our clients through in order to create the best plan for their individual needs.

Phase One: Share

Our first meeting is your opportunity to share with us everything you think we should know about you unique situation and it is our opportunity to share with you what proper planning can do for you. Together we will create your personalized definition of legacy and move forward with your plan.

Phase Two: Capture

In a focused thinking environment we design the details of the legal tools that transform your wished into a sound legal plan, including trusts, wills, health care directives, powers of attorney, and asset protection strategies.

Phase Three: Implement

We meet to review and sign all documents and discuss the legal strategy we have crafted for you.  We evaluate your assets and undertake the process needed to make sure your property is titled properly and beneficiary designations are in alignment with your goals and objectives.

Phase Four: Record

This distinctive element of our process provides you with an unparalleled opportunity to provide your family with cherished stories and memories for years to come in a secure digital format.

Phase Five: Preserve

Throughout the first year, we engage in frequent communications, conduct your Family Care Meeting, and follow through on funding issues to ensure your individualized strategy is accomplished as promised.

Phase Six: Enhance

We continue to provide you with an opportunity through our Plans for Life program to review and revise your legal documents, maintain trust funding, update our audio recordings and capture the highlights of each year.

This is a brief overview of our Family Wealth & Legacy Blueprint.  If you have any questions, please contact us.

Jason Salinardi

BridgeBuilder

Thought for the Week

“Nothing is a waste of time if you use the experience wisely”

-  Auguste Rodin