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Does Your Estate Plan Match Your Goals? Is it Outdated? Do You
Understand It? Unfortunately, the system for estate planning is
broken. In most cases, the focus has been on death and taxes. Is it
any wonder people have tended to shy away from it? While taxes are
an issue for consideration, little to no effort is put forth to ask
you the questions which would provide the foundation for a plan that
fulfills both your emotional as well as financial goals.
Furthermore, the tangible result—the estate plan itself—is written
in such complexity that even the savviest of successful people don’t
understand what has been accomplished. Moreover, the onus—of
something you don’t know well and therefore unlikely to do—is on
you. The likely result—an unexecuted and inappropriately funded plan
which loses its value like a new car when it leaves the lot.
Comparatively, Udell Associates’ approach to estate planning is all
about living! We act like architects, financial designers if you
will, constructing your future and the future of generations to
come. Traditional estate planning is a complicated experience; we
have designed a system—The Wealth Enjoyment System®-- that will make
the process understandable, rewarding, and surprisingly
heartwarming.
Whether you have an existing plan or are looking to plan your
estate, The Wealth Enjoyment System® can work for you. It is
centered on focusing goals—personal and financial. Rather than
dwelling on how much tax to be paid or how much money to leave to
heirs, this positive process enables people to get enjoyment out of
estates. All about life and living, The Wealth Enjoyment System® is
an entirely new approach that turns a once-negative planning problem
into an understandable, rewarding, and surprisingly heartwarming
solution.
With a sound management strategy, we build a team that will guide
you and your family through each milestone of your life. We truly
care about you and your family’s welfare, even scheduling family
meetings so everyone is on the same page with no worries or
conflicts.
Throughout the process and during our relationship, you will have
access to your complete financial picture. We encourage active
participation in our relationship; our goal is to simplify and
integrate the wealth portfolio of estate, insurance, and tax plan
services to minimize paperwork, reduce time commitments, and improve
the accuracy of estates.
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