2244 Faraday Avenue, #149, Carlsbad, CA 92008
Who You Are & What’s Important to You
How We Guide You to Leave a Legacy That’s About Much More Than Just Your Money
After you are gone, your loved ones will miss you deeply. They will long for your words of counsel and concern. Hearing your voice again would be a tremendous gift. Through our unique legacy process, you can give your loved ones the most precious gift - a lasting expression of your love. What could be more valuable?
At the Law Office of Suzan A. Colgan, we believe estate planning is not just about transferring your financial assets and personal belongings. It's also about capturing and transferring your valuable intangible gifts: who you are and what's important to you - your values, insights, stories and experience.
We could tell you to remember to make recordings on your own, leaving messages for your loved ones. But it has been our experience that it then never gets done. Life happens, there are many other things to do, which push making the messages to pass on to your loved ones to the back burner.
So now we have built this this into our planning process and not make it just another thing you'll get done someday. We make it part of our planning for every client to help you capture and pass on more than just your money: your intellectual, spiritual and human assets, who you are and what's important to you.
For more information about how we help you pass on your most valuable assets - your values, insights, stories and experience to your loved ones, or about our resources for leaving your family with a true legacy, please contact us.
WHAT WOULD IT BE WORTH?
Can you picture someone who's passed away, someone you love and miss deeply? Can you recall a conversation you had with them? Can you remember the sound of their voice and what they told you? What if you could hear their voice again?
What if they could speak to you-heart to heart-and share their wisdom and advice? What would it be worth to you to hear their words one more time?
What is it worth to you to know that they'll always know exactly how much you love them? It's worth a lot to us and we re honored to be able to provide you and your family with this gift.
Estate planning at the Law Office of Suzan A. Colgan, is not one size fits all for everyone. We offer 3 levels of planning to suit your varying needs. Our thoughtful estate planning packages provide varying levels of protection, suited to your unique needs and goals.
Three Levels of Planning:
(1) Family Plan is a Will-based plan that provides the peace of mind of knowing we are here to help you navigate the system during life and for your family after you are gone. For the family that doesn't have assets that would go through probate court. This plan includes Trust, Wills, Power of Attorney, Advanced Health Care Directive, Living Will, Kids Protection Plan. You may add Lifetime Asset Protection Trusts.
(2) Trust Plan is for the family that wants the total assurance and peace of mind of knowing Family Wealth will be transferred to heirs with the most ease and convenience possible in the privacy of our office without court involvement. This plan includes Trust, Wills, Power of Attorney, Advanced Health Care Directive, Living Will, Kids Protection Plan. You may add Lifetime Asset Protection Trusts.
(3) Wealth Plan is for the family that wants the total assurance and peace of mind of the Trust Plan AND also all comfort of knowing that assets transfers have been taken care of by our office for the greatest amount of convenience and care. This plan includes Trust, Wills, Power of Attorney, Advanced Health Care Directive, Living Will, Kids Protection Plan and let us handle much of the asset transfers as possible. You may add Lifetime Asset Protection Trusts to this plan as well.