Incapacity Planning Guidelines for Financial Professionals

Our Mission:

To provide every family with access to quality estate planning that they can afford specific to their needs

Our Vision:

As a firm Inter Vivos, PLLC intends to become the first internationally recognized brand in quality estate planning services and to establish itself as an international law firm with offices in all fifty states and around the world. Inter Vivos intends to redefine the estate planning industry by carving out a new role for estate planning practitioners in niche planning within a troubled industry. By joining efforts, resources, and philosophies the firm as a whole will redefine the practice of law within estate planning by creating a new competitive model for practitioners within the industry.

Our Business Philosophy:

We Believe In:

• Providing the highest quality of plans available at a reasonable cost
• Maintaining long term meaningful relationships with our clients;
• Working hand in hand with other professionals to provide a comprehensive planning experience which addresses a client’s holistic financial and legal situation;
• Maintaining the integrity of legal practice within estate planning by providing ethical and affordable representation without condoning alternative solutions within the industry which would constitute the unauthorized practice of law;
• Providing specialized representation rather than wandering into many separate areas of legal practice;
• Providing adequate planning for any given client situation by providing affordable payment options without compromising the cost of those options; and in
• Providing a platform for the dignified practice of law and a prosperous lifestyle to professionals working within the industry.

Our Approach to Planning:

A Life Plan

The greatest benefit of proper planning for most families is in protecting them against the risk of incapacity. Proper planning designates someone to manage affairs in your absence for when you are still alive but unable to do it for yourself.

A Transfer Plan

There are many costs which can affect the value of your estate and what is left to your heirs. A proper plan minimizes those costs by avoiding probate, planning around taxes, and properly funding entities.

A Family Plan

For many families the greatest concern after their passing is in making sure that everyone still gets along. Proper planning should incentivize proper behavior, avoid conflicts, and pass on your values to future generations.