Planning Levels
At Lichterman Law, we recognize that estate planning is not one size fits all. We offer planning levels to meet the varying needs of your family. Click here to see the levels.
Our Services
Our firm believes in personalized service for every client. Our approach is educational and proactive – we first determine each client’s individual needs, desires, and values, and then tailor their plan to best fulfill their dreams.
Each of our estate plans includes a no-charge 3 year review to ensure that our clients’ estate plans change as their lives change. This helps ensure that all our clients’ assets are held properly so that their plan works when it is needed most. And, we have annual membership programs for clients that desire even more service. Whether you participate in one of our membership programs or not, we work hard to keep all of our clients informed about changes in the law and issues that might affect their lives.
Additionally, we advise clients regarding pre and post-nuptial agreements, perform reviews of existing plans that may be out of date, and handle all aspects of administration during a loved one’s incapacity or after his or her death. And for our clients who own a business and are on one of our unique business membership plans, we keep the corporate records up to date so that they have the maximum protection from personal liability provided by their form of business entity.
Our clients benefit from the care we offer the whole family from free estate checkups to basic planning documents for young adult children; become part of our client family and feel how much we care.
We represent families throughout varying stages of life -
- traditional two parent families or single parents wishing to provide for and protect their children and themselves;
- unmarried couples who are either solidifying their relationship through proper planning or dissolving their relationship with the assistance of caring counsel;
- blended families negotiating the challenges of creating new relationships with varying expectations;
- high net worth families seeking strategies for minimizing estate and income taxes and protecting their assets;
- family business owners seeking ways to protect and expand their companies and considering how and when to transition to the next generation of ownership;
- estate executors and beneficiaries navigating the court process of probate administration;
- family members carrying out the legacy left behind through a trust administration;
- executors, trustees and beneficiaries seeking to resolve conflicts; and
- families and individuals raising whole people.
