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.
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