At the Law Office of David T. Siegel, Esq. LLC, we approach estate and special needs planning from a more holistic viewpoint. We believe that for a plan to work properly the process of plan creation should follow a natural and logical progression. We have created a four stage process that starts with the Concept stage, where clients' ideas and goals are discovered, and progresses right through to the Evolution stage, where clients have the ability to update and maintain their plans over the course of the life of the plan.

To learn more about how you can keep your plan up to date through our FAMILY CONSERVATION PROGRAM TM, click here. . .

PLANNING PROCESS

Keeping your Plan Updated:

Change is a natural occurrence within all our lives and change also occurs over time in our estate and special needs plans. As your family, goals, health, and finances change over the years it is imperative to make sure that your estate or special needs plan evolves with those changes. The Family Conservation Program TM provides our client members the ability to update and maintain their plan, by providing exclusive opportunities for them to adjust their plans as needed over the course of their membership.

EVOLUTION:

STAGE 

Putting your Plan into Action:

Signing your documents will bring the plan to life. After you execute your documents, they are legally binding instruments meant to guide you to your family toward attaining the goals set out in the CONCEPT stage of planning. This is also the stage in the planning process where we want to incorporate your trusted advisers and family into the planning process by having  Financial and Family Focus Meetings. There are many people that will play a roll in your plan to make it effective, this stage is a good opportunity to bring those people together to discuss their roles in your plan.

EXECUTION:

STAGE 

Tell your Unique Story:

Customization of  the plan so that it achieves your particular goals occurs during the Design Stage. Every plan is unique and your family's situation and circumstances are carefully addressed with customizations that are specifically suited to meet your family's goals. Clients will also make very important decisions during this stage including: who choose who will play the important roles in your plan and how you wish your financial wealth passed on to the future generations.

DESIGN:

STAGE 

Identify your Goals:

Every family has different goals for their estate or special needs plan, during the Concept Stage we help you discover those goals and provide you with options that will achieve those goals. Some possible goals are: Multi-Generational Planning, Family Harmony, Ease of Administration, Asset Protection, Long-term Care / Incapacity Planning, Tax Reduction, Same Sex Planning, Probate Avoidance, Pet trusts, Planning for Second or Third Marriages.

CONCEPT:

STAGE 


235 North Sycamore Street, Newtown, Pa 18940

Call Today: (215) 860-0154

Estate Planning | Special Needs Planning | Elder Law

 Law Office of David T. Siegel, Esq., LLC