What we do for our clients…
Family Wealth Planning,
Children’s After Care Planning,
Disability and End of Life Planning
If you ask ten people what they thought was the purpose of estate planning they would probably say that it involved putting something in writing that says who gets their money when they die. They probably have not looked at the documents since they put them in the draw or even heard from their attorney in just as long.
Sabrina Winters, Attorney at Law, PLLC will change your perception of Estate Planning as the need to merely “create it and forget it”. Although the documents are important and necessary, building lifetime relationships with our clients are as important to our Firm.
Our Firm Approach
Our Firm has a very different philosophy to estate planning and it is reflected on how we approach the needs of our clients. You see that we start by not referring to it as Estate Planning, but Legacy Planning.
Our Firm considers you, your children, your family, your pets as well as your assets all part of your Legacy; it is more than just money.
You will be provided with the necessary documents to build the foundation of your Legacy Plan - Last Will and Testament, Financial Power of Attorney, Medical Power of Attorney for you and your children and Living Will. However, this is just the foundation that together we will build upon.
Passing on your overall “Family Wealth”
We believe your financial wealth is only a small portion of your overall “Family Wealth”. Your over all “Family Wealth” is made up of your far more valuable, Intellectual, Spiritual and Human assets – who you are and what is important to you. Together we can memorialize these attributes so your children will be taught your life lessons well after you have passed via “Priceless Conversations”.
Not Just creating documents, but cultivating relationships
Your Legacy is in constant change over your lifetime. Children become adults, families grow, assets are accumulated and sold, beliefs, values and needs will also change.
We will provide guidance well after you have signed the documents. Documents should be considered the necessary by-product of Legacy Planning. It is merely the start to the relationship we create with our clients so that we can assist with your Legacy Planning needs as your life changes.
“Family estate planning is not something you do for yourself; it is another selfless act. Planning today for your family’s tomorrow is something you do for your loved ones as an act of love.”
