It is important to keep your plans current so that your actions and plans benefit those you care about. It is also important to be informed so that our every day actions are consistent with our overall plan, rather than defeating the work we have done. We and our loved ones live in dynamic times. Business reversals, marriage, divorce, and health challenges are significant To thi end, we offiefactors in how distributions should be made. Our goal is to maintain family cohesiveness throughout times of change by aiding communication between generations. We help our clients recognize opportunities to use their estate planning as a vehicle to ease successors into the responsibilities they may face so that their legacy is one of joy and gratitude rather than anger, frustration or feelings of betrayal.
To this end, we offer our clients a maintenance program with the following elements:
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Unlimited telephone access for 15 minute consultations
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Annual review of existing plans with clients, financial advisors and accountnts to avoid contradictions
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Annual plan amendments as appropriate
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Online client access to all planning documents and supporting materials
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Online access for doctors and hospitals to advanced healthcare directives
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Subscription to newsletter
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Invitation to private workshops on topics requested by clients
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Reduced hourly rates for participants
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Ginnie Van Kesteren, P.A. assists clients with Estate Planning, Probate Administration, Business Succession, and Plan Administration in St. Petersburg, Pinellas Park, Clearwater, Seminole, Tampa, New Port Ritchie and throughout Pinellas, Hillsborough, Manatee and Sarasota Counties.