Estate Planning Stinks - How Monteforte Law PC and “Wealth Preservation Planning” is Revolutionizing the Game
Estate planning is often seen as a necessary evil. It's a task that nobody wants to do but knows that they have to. Traditional estate planning can be a long, drawn-out process that often leads to a stack of documents that are put in a drawer and forgotten about until it's too late. That's why “estate planning stinks” and that’s also where Monteforte Law comes in. Our new and proprietary concept that we call “Wealth Preservation Planning” or “WPP” for short, is revolutionizing the game. WPP is an innovative approach that not only helps our clients plan for the future but also provides ongoing support and guidance. Estate planning is focused on death. WPP is focused on life.
Which is more likely? That you die young, or that you live into retirement and need some form of long-term care? A proper plan needs to focus on more than just an emergency or untimely death. WPP does exactly that.
What is WPP?
WPP stands for Wealth Preservation Planning. It's a new unique approach to estate planning created by Attorney Michael Monteforte, that is designed to not only protect clients' assets but also help them grow and thrive. We wanted to do something DIFFERENT from what all the others are doing and provide the biggest benefit to our clients. The team at Monteforte Law works closely with clients to create a customized plan that meets their unique needs and goals. They take a comprehensive approach that looks at all aspects of a client's financial situation, including investments, insurance, estate taxes (a/k/a death taxes), and more.
What are the Benefits of WPP?
There are many benefits to using WPP that make it a far superior alternative to traditional estate planning. Here are just a few:
Comprehensive Approach - WPP takes a comprehensive approach to estate planning that considers all aspects of a client's financial situation. This approach ensures that every aspect of a client's financial plan is working together to achieve their goals.
Customized Plans - WPP creates customized plans that are tailored to each client's unique needs and goals. This means that every client gets a plan that is specifically designed for them. WPP can even create a plan for a business succession plan for passing down (or selling) your business.
Ongoing Support - WPP provides ongoing support to clients, helping them adjust their plans as their needs and goals change over time. This ensures that clients always have a plan that is up-to-date and working for them.
Tax Efficiency - WPP helps clients minimize their estate tax liability through strategic planning and trust strategies. This means that clients get to keep more of their hard-earned money.
Asset Protection - WPP helps clients protect their assets from creditors, lawsuits, and other potential risks. This ensures that the client's assets are always safe and secure.
What Makes WPP Different?
WPP is different from traditional estate planning in several ways. Look at our list below, to see the difference:
Don’t other firms do WPP?
Rarely. At Monteforte Law, we have seen first-hand how traditional estate planning can fall short and leave clients vulnerable. That's why we have left traditional estate planning to the attorneys with less expertise at other firms and focused our efforts on providing the far superior WPP. As we said, estate planning stinks! Our comprehensive approach and customized plans ensure that our clients have everything they need to protect their assets and loved ones for years to come. In fact, our expertise has become so widely recognized that other firms frequently reach out to us with questions, seeking guidance on how to improve their own practices. We take pride in being leaders in the field of estate planning and are always willing to share our knowledge with others.
What is LPP?
LPP stands for Legacy Protection Plan. It's a program that is designed to provide ongoing support and guidance to clients. LPP members receive annual review calls with our team to discuss any changes in their lives or in the law that may require updates to their estate plans. LPP members also receive unlimited edits to their existing documents, as well as discounted additional documents and/or services. This ensures that LPP members always have an up-to-date estate plan that is working for them.
Why is LPP Important?
LPP is important because estate planning is not a one-time event. Your life and financial situation will change over time, and your estate plan needs to change with it. Without ongoing support and guidance, your estate plan can quickly become outdated and ineffective. LPP ensures that you always have an up-to-date estate plan that is tailored to your unique needs and goals.
In conclusion, by revolutionizing the game with our comprehensive approach, customized plans, and ongoing support, the team at Monteforte Law is setting a new standard in the estate planning world. With our innovative Wealth Preservation Program, clients can rest assured that their assets are protected for generations to come. And with the Legacy Protection Plan, clients can enjoy the peace of mind that their estate plan is always up-to-date and reflects their current wishes and the changing laws.
Estate planning doesn't have to be a frustrating and daunting process. With the right approach and support, clients can create a plan that meets their unique needs and goals while also providing protection and security for their loved ones. The law firm's Wealth Preservation Program and Legacy Protection Plan offer just that, going above and beyond traditional estate planning to provide comprehensive and ongoing support to clients.
At Monteforte Law, we understand that your time is very valuable, and that convenience is key for our clients. That's why we've made the process of doing WPP with us just as easy as traditional estate planning. We start with a Strategic Planning Session to assess your needs and goals, and then work with you to customize a plan that is tailored to your unique situation. Our team of experienced attorneys will then guide you through the entire process, ensuring that everything is done efficiently and accurately. With our streamlined approach and commitment to client satisfaction, we make it easy for you to protect your assets and secure your future with WPP.