ESTATE PLANNING 

Geeta Dammanna, Esq. is a Family Wealth Planning Institute trained Personal Family Lawyer®.  A Personal Family Lawyer® is a trusted advisor who helps you make an informed personal, financial, legal, and business decisions for your family throughout your lifetime that provide guidance to your loved ones when you are no longer there for them.

Back in the day, before lawyers became all about form documents and transaction, only royal and affluent families turned to the trusted family lawyer for guidance throughout life’s ups and downs.

As law firms grew and became more focused on billable hours and profit centers, the personal relationship began to fall by the wayside.

And, in the early 90s, planning with living trusts became so popular that professional and laymen decided to start dabbling in Wills and Trusts and the trend soon became about impersonal fill-in-the-blank-form documents.

Most recently, with the rise of online document drafting services, the forms and documents nature of Wills and Trusts has become even more common.

The trouble is that whether these documents are prepared by an impersonal traditional lawyer, or through an online do it yourself (DIY) kits, these documents often don’t keep your family out of court or out of conflict when you or your family member becomes incapacitated or dies.

How Are We Different?

We can be greatly helpful in designing a plan that suits best the needs of the families in terms of their assets, guardianship for children, health directives, more importantly your values, insight, and experiences.

What makes us different is that we have the needs of growing families in mind.

We understand you are BUSY, you are growing, you are planning for a life of prosperity, and you value ease, convenience, and efficiency.

You want to know you’ve made the best decisions for your family and that your plan will work when your loved ones need it most.

You want to make sure your children will be taken care of in the best way possible and will be prepared to receive your wealth if anything happens to you. That is our focus as well.

We Help You Prepare For Life

We’ve developed unique systems to give you the same access to a personal lawyer so you can have the guidance you need to build and maintain a life of prosperity and wealth.

We encourage communication with our clients.

In fact, we’ve thrown out the time clocks so you never have to be afraid to call with a quick question (or even a not so quick question). Everything we do is billed on a flat-fee basis, agreed to in advance, so there are never any surprises.

We have a whole team to serve you. When you call our office to ask your quick question, you won’t have to wait hours or days for a phone call back. You’ll get your question answered, right away.

And, if you need to schedule a more in-depth legal or strategic call with your personal lawyer, a call will be scheduled when you’re both available and ready for the call.  

And, we ensure the most important planning details are followed through on and your plan continues to work throughout your lifetime.

We can do all of this even if you have already worked with a traditional lawyer or created DIY documents online.

We Help You Transfer Your Family Wealth

Lastly, we know that your financial wealth is only a small part of your overall Family Wealth​.

Your “Family Wealth” is made up of your assets that are far more valuable money – and most often lost upon incapacity or death​ – you intellectual, spiritual and human assets.

These assets are what make you who you are, and sum up what is most important to you.

Most estate plans focus only on the transfer of your financial wealth to the next generation. Most people have such great intentions of passing on the intangible, but very few ever get around to it.

It’s just not a priority, ​and then it’s too late. How much do you know about your grandparents’ values? Their most prized personal possessions? How they felt about you? What they had learned during their lifetime? If you are like most people, you know very little.

That is why we ​design estate ​plans that capture and pass these most valuable assets to the people you love.

Not only will we help you pass on your money but also your values, your insights, your stories and your experiences – the truly valuable assets your loved ones care about the most.

With our guidance, you will

  • Make sure your kids are taken care of the right way and never end up in the care of strangers.
  • Make sure your assets are owned the right way, not just at the time of planning, throughout life to ensure none are lost to state department of unclaimed property or end up in court, unless you want them to.
  • Keep your loved ones out of conflict by ensuring your plan is updated throughout life, not just done once and put in a drawer or shelf and never looked at again.
  • Pass on more than just your money, by using a built-in process to capture your intangible assets, your values, insights, stories and experience and ensure they are not lost.
  • Guide you to make informed, educated and empowered decisions for the people you love and choose your own fee at the intersection of your desires and your budget, so you are in the driver’s seat.

I can’t go into all of the details here but we’ll definitely talk about when you come in for your Family Wealth Planning Session.

We look forward to seeing you and caring for your family soon!

Recent Posts