How I Am Different
A Plan That Works to Keep Your Loved Ones Out of Conflict

Several years later, you will  refinance your house, or you’ll sell it and  buy a new home. You will forget that you were supposed to let your lawyer know or make sure you kept the title in the name of your trust.

Your children will get older, making your guardianship choices outdated, but you don’t want to call your lawyer because you know you'll get a bill in the mail two weeks later.

You'll hear something about a change in the tax law but you figure you’d surely get a letter in the mail from your lawyer if it was something that affected you, so you don’t worry about it.

 Besides, you'd have to dig through boxes to find your trust documents so you could remember your lawyer's name and find her contact information. Who has time for that?

It's not until you become incapacitated or die that family finds the binder you stuck up on a shelf several years before and never looked at again.

It is that moment when your family realizes your plan is so outdated that it has nothing to do with your life, your assets, or the law.

Your family is at a loss.

They don’t know where to turn or what to do, so they contact the same lawyer you used to prepare the documents, who is as happy as can be to probate your assets, which never made it into the trust.

I have seen countless clients come in for help who have had this exact experience.  Their trust was never funded, or it was funded initially, but they have not kept it up. Even trusts that I prepared myself twenty-years ago, before I knew better, sometimes come in for updating and I find that there was no follow through on the funding. Many of the client’s assets have never been put into the trust and, if not corrected, it would require filing the will in probate to transfer those assets to their loved ones.  Unfortunately, the estate planning industry was not originally designed to serve growing families who experience lots of change on their way to success. It was designed to serve 70- and 80-year olds who were preparing for death.

What makes our firm different is that we were built with the needs of growing families in mind. We understand you are BUSY, you are growing, you are planning for a life of prosperity, and you value ease, convenience, and efficiency.

You are raising children and caring for elderly parents while also working hard to build your own nest egg for a lifetime of support.

You want to know you have made the best decisions for your family and that your plan will work when your loved ones need it most. You want to make sure your minor children would be raised by the people you choose, and never by anyone that you don't want, and that your teens and adult children are properly prepared to care for you and what you leave behind. You want to feel confident that you've made the right choices, and handled everything so that you aren't leaving behind a mess, when something happens.

This is our focus as well.

We have developed unique systems to give you the guidance you need to build and maintain a life of prosperity and wealth. And, with your The Mundheim Firm, PLLC, you can keep your family out of conflict, which is the greatest risk to the people you love and all you have created.

We can do all of this even if you have already worked with a traditional lawyer or created DIY documents online.

We encourage communication with our clients. In fact, we have thrown out the time clocks so you never have to be afraid to call with a quick question. Most of what we do is billed on a flat-fee basis, agreed to in advance, so there are never any surprises.

We have a whole team to serve you. When you call our office to ask your quick question, you will not have to wait hours or days for a phone call back. You’ll get your question answered, right away. If you need a more in-depth legal or strategic call, a call will be scheduled when you and the attorney are both available and ready for the call so we can make the very best use of your time and not waste your time by leaving voicemail after voicemail back and forth.

We ensure the most important details of your planning are followed through on and your plan continues to work throughout your lifetime.

We have coordinate the funding to ensure your assets are owned the right way throughout your lifetime and that none of your assets will end up going through a long, expensive court process or be lost to the state department of unclaimed property because they were missed after your death.

We have created unique maintenance programs to keep your plan up-to-date year after year as well as to give you access to our trusted team of legal experts for guidance on any legal or financial matter.

One day you will need a lawyer.

I don’t know why and I don’t know when but when you do, you will be grateful you can call on us and we'll be here to advise you.

Lastly, we know that your financial wealth is only a small part of your overall Family Wealth.

Your "Family Wealth" is made up of  assets that are far more valuable money – and most often lost upon incapacity or death – your intellectual, spiritual, and human assets.

These assets are what make you who you are and sum up what is most important to you.

A survey of inheritors has revealed that what they care about even more than inheriting your money, is inheriting these intangible assets.

Most estate plans focus only on the transfer of your financial wealth to the next generation. Most people have such great intentions of passing on the intangible, but very few ever get around to it.

It's just not a priority, and then it's too late. How much do you know about your grandparents' values? Their most prized personal possessions? How they felt about you? What they had learned during their lifetime? If you are like most people, you know very little.That is why we design estate plans that capture and pass these most valuable assets to the people you love.

Not only will we help you pass on your money but also your values, your insights, your stories, and your experiences – the truly valuable assets your loved ones care about the most.

I can’t go into all of the details here but we’ll definitely talk about this when you come in for your Family Wealth Planning Session.

We look forward to seeing you and caring for your family soon!

P.S. If you think this all sounds expensive, well you’re right and you’re wrong. I can guarantee you that this planning is substantially less costly than it would be for your family if you become incapacitated or die with a plan that doesn't work or if you don’t have a plan in place at all. I’ve never had a single family who believed in this kind of planning and wanted to put it in place for their loved ones leave my office because they couldn’t afford it. We’ve made creative financing available to our clients because we know that this planning is the foundation for a life of success!