Legacy Planning

Register Law believes in the importance of communication between generations, working toward family harmony and helping you leave a legacy that is more than just a financial inheritance. That’s why Melissa spends time with each client to explore his or her values, charitable goals and special circumstances.  She offers every client thoughtful counseling related to sensitive family issues and concerns, understanding that every client is unique.

Upon request, Melissa will organize family meetings to explain relevant portions of your estate or business plan and its impact on the family.  Take the classic scenario of the couple with multiple children, only one of whom is actively involved in the family business.  Working with Melissa and their other advisors, the clients create a business succession plan in which the actively involved child buys out the clients’ ownership interest over a period of years.  How does this impact the clients’ overall estate plan?  What happens if one or both clients die before the buyout is complete?   A family meeting to discuss these issues can provide a great deal of certainty and comfort for the entire family.

Contact

Register Law, LLC Firm Logo

810 Sharon Dr., Suite 100
Westlake, OH 44145

1905 N. Market St.
Tampa, FL 33602