Estate planning is about more than who gets what.
At Davis Law Group, we understand most people want to ensure that family values and what they have built during their lifetime will be efficiently transferred to those they designate without interference, unnecessary taxes, court costs, or litigation.
When we help you plan the transfer of your possessions, we provide a wealth of information and introduce creative options so together we are able to choose the best way to meet your personal, business, and family objectives. Most of all, we seek to promote peace of mind by providing personal professional services in assisting you in the establishment of your estate or business succession plan.
For this reason we created The Family Legacy Process© as our unique process designed to provide the legal strategies and solutions necessary to achieve your goals for the preservation of family values, wealth, and the transfer of assets in a way that provides a legacy for future generations. We believe The Family Legacy Process© will effectively serve you as we work together to ensure the preservation of your family values and complete your objectives for the preservation of personal or business interests.
The Family Legacy Process© is a unique system designed to ensure achievement of your goals for preservation of family values, wealth, and the transfer of personal and business assets in a way that provides peace of mind and a legacy for future generations. Click on the links below to explore the process in more detail.
The Family Legacy Process©
- The Legacy Organizer©
- The Legacy Conversation©
- The Legacy Plan Design©
- The Legacy Plan Solution©
- The Advisor Coordinator©
- The Legacy Funding Process©
- The Legacy Family Meeting©
- The Legacy Maintenance Program©