At every stage of life, having a financial plan in place is crucial. Although this is the case for anyone, it is especially so if you have a family. The stakes become exponentially higher with dependents relying on you financially.
Whether planning for your children’s education, saving for retirement, or preparing for unexpected financial matters associated with death or incapacitation, a family financial plan can give you a structure that empowers you to move toward achieving your goals and securing your loved one’s financial stability.
Hometown Counsel profoundly understands the importance of family financial planning. Our team of experienced family financial planning lawyers is dedicated to helping families like yours create customized financial plans that align with your goals and values. We take a holistic approach to developing a financial plan crafted for your specific needs while considering all aspects of your situation.
Hometown’s Family Financial Planning Services
We offer a range of family financial planning services designed to help you achieve your financial goals. Our family wealth planning attorneys assist you with:
Setting Financial Goals
Whether you hope to begin investing or start a business, someone from our team has the knowledge and experience that will steer you in the right direction. Our family business planning attorneys can help you set up a business or ensure an existing business is structured so your beneficiaries reap the most of your life’s work. We can also identify your personal short-term and long-term financial goals, such as purchasing a home, and develop a plan to help you achieve these goals.
Retirement Planning
We help you plan for retirement by creating a plan that takes into account your goals, current financial situation, and projected income and expenses. Starting the planning process earlier rather than later can significantly improve your chances of success, and we are eager to help facilitate progress in that direction for you.
Education Planning
With the cost of a quality university education continuing to rise, planning for your children’s education is more important than ever. We can help you develop an education savings plan that aligns with your current situation and goals while preparing you to tackle the cost of college from a position of strength.
Investment Planning
Investing is essential to building wealth, and our team of family wealth planning attorneys can help you create an investment strategy that delivers without going beyond your risk tolerance. We leverage our knowledge of various aspects of the law to ensure you legally avoid taxable events and other costs.
Estate Planning
We can assist with planning the future of your estate so your loved ones have access to it. We draft wills, trusts, and other estate planning documents to keep fees and tax liabilities as low as possible without compromising keeping custody in-family.
The Hometown Counsel Difference
Every family is unique, so we consciously strive to deliver unmatched personalized service. Your Hometown Counsel family financial planning lawyer will take the time to understand your goals, concerns, and values to develop the best financial plan possible. We also supply ongoing support and guidance to help you stay on track and make adjustments along the way as needed.
Contact Us Today
Contact us today to schedule a consultation if you want to discover more about our family financial planning services. Our family financial planning lawyers will create a comprehensive financial plan that sets you in a new direction.
Call Now To Speak With A Dedicated Attorney!
(980) 324-3099
