Assisting Clients With Elder Law and Estate Planning Cases
I have seen this happen to many people who ended up being my probate clients themselves. I have seen many families go through unnecessary stress, family feuds and spend more money than necessary, because their estate plans failed. I have committed myself and my law firm to making sure it doesn’t happen to my estate planning clients.
Unfortunately, what I discovered is the estate planning industry was not designed to serve families at various stages of life, from families with young children to older clients and all the phases in between. Families change over time. But, the traditional estate planning industry was designed to serve 70 and 80-year old’s who were preparing for death.
What makes our firm different is that we were built to serve families at whatever stage they may be in, addressing their different needs. We understand you are BUSY, you are growing, you are planning for a life of prosperity and you value ease, convenience and efficiency. You may be raising children and caring for elderly parents, while also working hard to build your own nest egg for a lifetime of support. Or, you may be retired and concerned that everything you have worked hard for over your lifetime is not wasted on long-term care in the event your health changes for the worst. You want to know you’ve made the best decisions for your family and that your plan will work when your loved ones need it most. You want to make sure your minor children would be raised by the people you choose, and never by anyone you wouldn’t want, and that your teens and adult children are properly prepared to care for you and what you leave behind.
You want to feel confident that you’ve made the right choices, and handled everything so that you aren’t leaving behind a mess, when something happens.
That is our focus as well. We’ve developed unique systems to give you the same access to your lawyer as was previously only available to the super-wealthy, so you can have the guidance you need to build and maintain a life of prosperity and wealth. And, to keep your family out of court and out of conflict, which is the greatest risk to the people you love and all you have created, even if you’ve already worked with a traditional lawyer or created documents online.
We encourage communication with our clients. In fact, we’ve thrown out the time clocks so you never have to be afraid to call with a quick question. Everything we do is billed on a flat-fee basis, agreed to in advance, so there are never any surprises.
We have a whole team to serve you. When you call our office to ask your quick question, you won’t have to wait days for a phone call back. You’ll get your question answered, right away. And, if you need to schedule a more in-depth legal or strategic call with your lawyer, a call will be scheduled when you're both available and ready for the call so we can make the very best use of your time and not waste your time by leaving voicemail after voicemail back and forth.
And, we ensure the most important details of your planning are followed through on and your plan continues to work throughout your lifetime.
We work with you to ensure your assets are owned the right way throughout your lifetime and none of your assets will end up going through a long, expensive court process or being lost to the state because they were missed after your death.
We’ve created unique membership programs to keep your plan up to date year in and year out as well as give you access to our Trusted Team of Legal Experts for guidance on ANY legal or financial matter. One day you will need a lawyer. I don’t know why and I don’t know when, but when you do, you will be grateful you can call on us and we’ll be here to advise you or get you out of a jam.
Lastly, we believe your financial wealth is only a small part of your overall “Family Wealth” which is made up of your far more valuable – and most often lost upon incapacity or death – intellectual, spiritual and human assets. These assets are what make you who you are, and sum up what’s most important to you. And, a survey of inheritors has revealed that what they care about even more than inheriting your money, is inheriting these intangible assets.
Most estate plans only focus on the transfer of your financial wealth to the next generation. Most people have such great intentions of passing on the intangible, but very few ever get around to it. It’s just not a priority, until it’s too late. How much do you know about your grandparents’ values? Their most prized personal possessions? How they felt about you? What they had learned during their lifetime?
If you are like most people, you know very little. That’s why we build the capture and passage of these most valuable assets into every estate plan we create. Not only will we help you pass on your money, but also your values, your insights, your stories and your experience – the truly valuable assets your loved one’s care about the most.
We’ve developed a tool that allows us to capture and pass on your whole family wealth, including your Intellectual, Spiritual and Human assets. I can’t go into all of the details here, but we’ll definitely talk about it when you come in for your Family Wealth Planning Session. Book Your Planning Session by calling us at (281) 665‐3807.
We look forward to seeing you and caring for your family soon!
Laura L. Bromlow, CELA, PFL
PS – if you think this all sounds expensive, well, you are right and you’re wrong. I can guarantee you that if you qualify to meet with us, that planning is substantially less costly than it would be for your family if you became incapacitated or die with a plan that doesn’t work or if you don’t have a plan in place at all. And, I’ve never had a single family who believed in this kind of planning and wanted to put it in place for their loved ones leave my office because they couldn’t afford it. We’ve made creative financing available to our clients because we know that this planning is the foundation for a life of success!
The height of excellence
“Laura was very professional in her dealings with me. She went beyond the expected service in assisting in retitling some of my assets to incorporate them into my trust to assist the executor of my estate when he has to act on my behalf.”
Exceptional Client Service
“Laura’s warm and engaging manner allowed us to feel at ease discussing difficult subjects. She is passionate about her work and so genuine in her interest in her client’s welfare that we feel like we have made a new friend! Thank you!”
Highest possible competence and pleasant experience
“Laura is extremely knowledgeable and personal. We both enjoyed the experience of learning and creating our financial affairs. We would definitely recommend Laura without reservation to others.”
Ronald and Pamela Jane H.
“We have been working with Laura 4 years. She’s great. Trustworthy, honest and has been a big help in redoing 2 Trusts. Always awesome.”
Five Star Service
“Laura was very knowledgeable and explained the Will and Living Trust process clearly and in easy to understand language. Everyone in the office was helpful and communicative.”
Eric B., Long Beach, CA
“My mother and I were extremely pleased with Laura and her team. She is so efficient and knowledgeable, besides being so kind. Laura certainly is an amazing attorney and we feel fortunate to have found her.”
Kathleen S., Irvine, CA
Patient and Understanding
“Patient and understanding and Laura has provided excellent guidance through my experiences with my family and creating this trust.”
Thorough, Knowledgeable and Professional
“Laura Bromlow is a very thorough, knowledgeable and professional Attorney. She helped my husband and me to create our family Trust for Estate Planning purposes. She taught us so much about why we need a Trust and why just having a Will and listing each other as beneficiaries on accounts is not quite enough. We are not wealthy millionaires by any means, but we definitely have worked hard to save and accumulate some wealth from which we hope our kids will benefit one day. Laura explained how our Trust will allow these assets/wealth to be easily accessed and protected from future misuse. It also includes directions for how we want our medical care and affairs to be treated should we become incapacitated. My husband and I had a TON of questions and Laura very patiently answered each one and explained alternative scenarios. We are in our 50’s, so we feel so much more comfortable and secure now that we have our Trust. Laura will be doing annual Trust “Check-ups” with us to make sure it continues to fit our needs and to see if anything needs updating. We look forward to working with Laura for years to come because she is such a great Attorney!”
A Lawyer with Integrity
We had such a great experience working with Laura Bromlow with our Family Trust and Will. Laura is a women of integrity and someone you can trust. She paid attention to details, answered our questions, gave us options and we felt we were well taken care of. Her years of experience along with her professionalism gave us a peace of mind knowing that our family was well taken care of. We would absolutely recommend working with Laura if you need help with Estate Planning.