Estate Planning starts with a desire to have the peace of mind that your estate can pass to your beneficiaries free of interference from the Federal Government, to suffer the least amount of Tax possible, and to be administered in such a way as to preserve the family unit.
Preserving the Family Unit
How many times have you heard of a fight emerging after a family member has died? Brothers and Sisters battle for houses, money, cars and assets with vigor and aggression; which often result in a devastating disagreement that can last decades.
Our goal at Kelley Law is not simply to ensure that your documents are efficiently drawn, but also that the practical administration or execution of your Trust occurs without the usual animosity between siblings or beneficiaries. Avoiding this battle begins with communication. Communication is necessary between you and your spouse and between you and your children or beneficiaries.
Explaining your choices, describing your wishes, and encouraging an environment through in-person communication while you are alive or letter and videos at the time of your death can ease your loved ones through the process of grieving, and aid to mend family strife and preserve the family unit.
Avoiding Government Intrusion
Your legacy is a private and personal process that should be free of intrusion by the Federal Government. A benefit of having a trust is that your wishes, assets and the bulk of your estate remain private. Traditionally, you do not have to file or submit your Trust to any government agency, and thus, it is seen and administered only to and by your Trustee and Beneficiaries.
In an age of government oversight, a well-drafted Estate Plan allows your personal and financial affairs to be kept just that—private.
Meeting with Clients
As necessary as Estate Planning is, only about half of all Americans have an Estate Plan. Most probably think a Trust is too expensive or will take a long time to complete. Others may have difficulty in finding an Estate Planning Attorney that they trust, or one that will meet after business hours.
In answer to this, Kelley Law has striven to be different. Attorney Sean R. Kelley will meet you on your schedule, may that be in his office or at your home. Kelley Law also provides fixed pricing so that you know how much you are spending before we even start. Further, we will not charge for phone calls, e-mails or meetings beyond the initial consultation while we are drawing your Estate Plan, so you will have the freedom and confidence to ask questions and learn about your own plan.
A real transparency is paramount to trust. Without trust, we cannot have an open and honest conversation about your legacy. Without an open and honest conversation, there can be no peace of mind.