Falk Cornell & Associates is pleased to announce a new level of service
effective January 1, 2007.
Over the years, the firm has received numerous requests to provide a more comprehensive
wealth management and estate maintenance service. In the past, the firm was reluctant
to offer services beyond the basic estate plan because the firm’s goal was
to provide affordable estate planning services to clients. Though the basic estate
planning services are sufficient for many clients, some clients need a more comprehensive
service. Beginning January 1, 2007, the firm will offer a new more thorough and
in-depth service called “Estate Management Services.” Estate Management
Services is an annual maintenance program providing a variety of benefits for
clients with more advanced estate planning issues. With time, everyone experiences
significant life changes—the birth of children or grandchildren, marriages
and remarriages, the passing away of loved ones, and personal financial changes.
And of course, changes in the laws governing our estate plan.
Falk, Cornell & Associates has always advocated that you review your estate
plan at least every three years. For some clients this is sufficient. But some
clients are experiencing changes in life more frequently than once every three
years. Some have already lost a spouse and are now administering one or more
trusts. For those people the Estate Management Services Program provides a number
of benefits.
The Estate Management Services Program is designed to keep your estate plan
current with annual appointments to review your estate plan, and monthly email
alerts and seminars to help you assist you in better understanding, managing
and administering your estate. If after an appointment you need to make simple
changes to your estate plan, then codicils to your will and amendments to your
living trust will be complimentary. Furthermore, if you have young adults in
your immediate family, the firm will prepare Health Care Directives and HIPAA
declarations free of charge. Also included is your annual membership to Docubank
and discounts on other legal services, such as LLC’s, children’s
trusts and insurance trusts.
Finally, please rest assured that every client’s estate
plan provides full and complete coverage for their basic estate planning needs
and the firm will continue to provide the same basic services as in the past.
If you wish to retain the firm for a specific service, then you may do so at
the hourly rate. However, if you require additional services or anticipate that
your estate requires closer management, then please consider participating in
our Estate Management Services Program.
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