How We Work

Processes for Business Planning, Estate Tax, and Elder Law

Planning for the Ones You Love

Our process begins with a Family Wealth Planning Session. Before the Session, you will complete homework that will have you feeling more organized and put together than you have in a long time. Maybe ever.

During the Session, we will look at what would happen to all of what you have and everyone you love, if anything were to happen to you.

Then, we’ll determine a plan together to make sure everything goes the way you want it to so you are always in control. And so your family always knows just how much you care.

Should we decide there are things we can do to take care of your family better than they are taken care of now, we will present you with planning options that allow you to decide on your fee and the level of service that is right for you and your family.

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3 Levels of Planning

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Personalized Service

We believe in personalized service for each and every client. Our approach is educational and proactive – we educate you based on the specifics of your family situation, your assets, and your individual needs, wants, desires and values and then guide you to tell us what you want most, so we can create the plan (and the fee for that plan) that aligns with your objectives for your family and your assets.

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;
  • families with special needs looking to ensure that their children with special needs will be taken care of and able to continue to receive government assistance;
  • high net worth families seeking strategies for minimizing estate and income taxes;
  • 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 or trustees carrying out the legacy left behind through a trust administration.
Ensure Your Plan Is Current

We have annual membership programs to ensure your plan continues to work throughout your lifetime, your assets are always owned in the right way and you are able to feel confident calling us with any legal issue without ever worrying about receiving a bill in the mail for hourly fees. Whether you participate in one of our membership programs or not, we keep all of our clients updated about changes in the law and issues that might affect your life.

We often serve the whole family and multiple generations of the same family. From free estate checkups for elderly parents to basic planning documents for young adult children, become part of our client family and feel how much we care.

Estate planning at Bromlow Law, PLLC is not one size fits all. We offer 3 levels of planning to suit your varying needs. From starter plans primarily for families with young children and little in the way of financial wealth to more robust plans for well-established families concerned with matters of asset protection, preservation, and increased growth, we’ve got you covered.

Generally, our fees for a married couple with kids who is not focused on keeping the family out of court range between $2,500 up to $7,500 on the high end for an extensive plan that provides significant asset protection after death + maximum protection for your assets from inadvertent loss to the State Department of Unclaimed Property or the Court process. It’s our opinion that if you are looking for less expensive planning, you may as well read up and do it yourself because you’ll get the same quality of planning online as you will with any lawyer charging fees that are less than what we offer here.

We’ve priced our planning for you at the intersection of affordability and effectiveness. When we meet for your Family Wealth Planning Session, we will review the 3 planning levels with you, and you will choose your own fee based on your budget and the planning options that are most important to you and your family. Our plans are focused on ensuring your family has somewhere to turn if and when something happens to you, that your plan will work and you have real security, not the false security that comes with a cheap set of estate planning documents.

There truly is no one size fits all choice. We have created a process, though, to educate you quickly and effectively so that you can make empowered, informed choices about what you want for the people you love so that you aren’t simply choosing the cheapest option because you don’t have any other basis for making your decisions.

Personalized Service

We believe in personalized service for each and every client. Our approach is educational and proactive – we educate you based on the specifics of your family situation, your assets, and your individual needs, wants, desires and values and then guide you to tell us what you want most, so we can create the plan (and the fee for that plan) that aligns with your objectives for your family and your assets.

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;
  • families with special needs looking to ensure that their children with special needs will be taken care of and able to continue to receive government assistance;
  • high net worth families seeking strategies for minimizing estate and income taxes;
  • 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 or trustees carrying out the legacy left behind through a trust administration.
Ensure Your Plan Is Current

We have annual membership programs to ensure your plan continues to work throughout your lifetime, your assets are always owned in the right way and you are able to feel confident calling us with any legal issue without ever worrying about receiving a bill in the mail for hourly fees. Whether you participate in one of our membership programs or not, we keep all of our clients updated about changes in the law and issues that might affect your life.

We often serve the whole family and multiple generations of the same family. From free estate checkups for elderly parents to basic planning documents for young adult children, become part of our client family and feel how much we care.

Your Family’s Lawyer for Life

Our Family Wealth VIP Membership programs are part of what set us apart and allow us to care for you and your family throughout all life's stages.

At most estate planning law firms the relationship ends when you sign your documents. At Bromlow Law, PLLC we see the signing of your estate planning documents as just the beginning of our relationship with your family. And that’s how it should be because your life will change, your assets will change, and the law will change. Your plan needs to change along the way, as well.

Make Sure Your Plan Changes With Your Life, Your Assets and the Law

Over time, your assets will change, your family will change, the law will change and your life will change.

Your plan must accommodate all of these changes in order to make sure your plan works when your family needs it the most. If your plan is not properly updated over time, your documents become worthless - worth no more than the paper they were printed on. And the costs of failing to update are typically far greater than keeping your plan current.

In addition, we ensure your assets are owned in the right way throughout your lifetime. There are currently billions of dollars sitting in State Unclaimed Property depots and we never want to see a penny of your assets there. Or for your family to be stuck dealing with the Court when you’ve worked so diligently to make things as easy as possible. That’s why we prepare a Family Wealth Inventory of your assets and keep it up to date year in and year out. So your loved ones can always locate what you own and how you own it, if and when necessary.

3 Year Plan Review Is Included

With each of our estate plans, we include a no-charge three-year review to ensure that as your life changes, so does your estate plan and to confirm your assets are held properly for maximum protection.

Some of the Benefits Provided Under Our Membership Plans include:

  • Annual Plan Review with Unlimited Plan Amendments
  • Annual Priceless Conversations to transition your most important and most frequently lost family wealth- who you are and what’s most important to you
  • Annual Membership in service which provides 24-7 on-line access to health care and guardianship documents
  • Substantial discount on our fees for advising your loved ones after you’re gone
  • Annual Review of Your Assets and Update of Your Asset Spreadsheet
  • And much more, including valuable membership enrollment bonuses.

For more information about our unique membership programs, please schedule a Family Wealth Planning Session, and let’s review what you own, who you love, and what would happen under your current plan, or the State’s plan for you.

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