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Felipa Adams

New York, New York, United States

Member since October 30, 2013

  • Formal Updating and Maintenance Many people do not understand how an estate plan works and provides them value. Frequently we see customers who have had an estate plan done for them 20 or more years ago and it has sat on the shelf for all that time and never been touched or fully funded. Estate planning and the Estate Plan is a very dynamic process and it is an investment in your family’s future. Your Estate Plan can be impacted by many things: • Change in your personal, family or financial situation • Change in the tax or non-tax legal structure • The development of new wealth preservation structures and strategies Given this continuous process of change, your estate plan will not accomplish its purpose if it is never updated. The costs of failing to update are typically far greater than keeping your plan current. A good Estate Plan changes along with you and adapts to your changing circumstances; it meets your changing goals and keeps you in control of the process and the results. It is not about documents — It's about results! The key to proper estate planning is clear, comprehensive, customized instructions for your own care and that of your loved ones. We find that most of our clients are served with a properly drafted estate plan backed up by our three step strategy: • Work with counseling oriented advisors • Establish and maintain a formal updating program • Assure fully disclosed and controlled To help you make sure your plan is always current, Corliss, A Law...
  • Gathering the Estate

    During our first phone call we try to gain a basic understanding of your particular situation and concerns. We'll explain our planning process and set a specific time to meet with you. We'll send you our Confidential Information Packet, which includes:

    • A confirmation letter confirming the date and time of our meeting • Directions to our firm’s offices • An explanation of the planning process ahead • Basic information about our firm • A checklist of the documents we would like you to bring to our meeting

    Initial Visit and Evaluation

    During our initial visit we ask you to share some of your background and history so we can get a good understanding of where you are right now and what’s most important to you and we will talk to you about your concerns and goals. During this discussion we come to a deeper understanding of your family dynamics, your unique needs, and your desires. We will take the time to answer all of your questions regarding the particulars of the law as it relates to your family and estate. Based on what we learn in these conversations, we will outline our recommendations and process, including our price to do this work and both your and our responsibilities.

    If you decide you would like to proceed with our process and engage us, we will then take you through a step-by-step preliminary plan design process. We will discuss with you the tasks that will be necessary to complete your plan, including the additional informatio...