Your family and beneficiaries
Who do you want to provide for? What are your wishes for your children, loved ones and the way an inheritance would be managed?
Estate Planning
Estate planning starts with your family.
Who could act for you? How would you want your assets handled? What might your loved ones need? Structured Legacy Planning begins with your family and goals, then explores the planning options that fit your circumstances.
Structured Legacy Planning Session with W. Scott Lawler
Your priorities
Begin with the people and decisions that matter to you.
A planning conversation can help connect your family situation, wishes and assets. These are some of the questions you can bring to it.
People you trust to make decisions
Who would you want to handle financial matters or make health care decisions if you could not act for yourself?
Your life today
Does an existing plan still reflect your wishes after changes in your family, property, business or circumstances?
Structured Legacy Planning Session
Understand your options and discuss the next steps.
The session is a conversation with W. Scott Lawler about your family, priorities and estate planning questions. Here is what you can expect to cover.
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Your family and goals
Share your circumstances and the issues that matter most to you.
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Your planning options
Explore wills, revocable living trusts and how different tools may fit your situation.
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Your questions
Discuss your concerns, the people you want involved and decisions you want to understand.
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Your next steps
Talk through the proposed process, timing and decisions needed to move forward.
After scheduling, a Client Profile Questionnaire is sent online so you can share information before the conversation.
Schedule a Structured Legacy Planning SessionYour planning options
A coordinated plan can bring several tools together.
The right combination depends on your goals, circumstances and applicable law. The Lawler Group works on comprehensive estate plans, individual planning tools, and reviews of existing plans.
Wills
Document your wishes for distribution and discuss guardian nominations if you have minor children.
Learn about willsRevocable living trusts
Explore how a trust may support your goals for managing and distributing assets, and which assets it would need to hold.
Learn about living trustsPowers of attorney and health care directives
Consider who could handle financial matters and who could make health care decisions if you cannot.
Financial powers of attorneyHealth care planning
Have a plan already?
Ask about a review or update so your documents can be considered alongside your current goals and circumstances.
Own a business?
Personal estate planning and business succession may need to be coordinated. Explore Business Law.
Putting a trust into use
Trust documents and asset ownership need to work together.
Trust funding means putting appropriate assets into a trust. The steps depend on the assets, how they are owned and applicable requirements. Other assets and beneficiary designations may need to be coordinated with the overall plan.
Explore revocable living trusts
Meet W. Scott Lawler
A conversation about your family's plan.
Bring your questions and priorities to Scott. The planning session is an opportunity to discuss your situation and understand the options before deciding how to proceed.
Your next step
Tell us what you want to plan for.
Whether you are starting an estate plan or revisiting an existing one, begin with a Structured Legacy Planning Session.
Schedule your Estate Planning session
