Estate planning is all about making sure the assets you've accumulated over your lifetime get to the people you want, when you want, the way you want.

David J. Zumpano, Esq.

Estate Planning Law Center TLC Maintenance Program

 

Planning With a Difference

 

Welcome to the Estate Planning Law Center TLC Maintenance Program. We specialize in asset protection and Elderlife™ planning strategies, helping families maintain control and peace of mind through proactive and crisis-based planning. Our TLC Maintenance Program simplifies the planning process with customized options. Members benefit from exclusive events and resources designed to secure their family’s future.

Our TLC Planning Process - Thorough — Lifetime — Complete

Our Thorough, Lifetime & Complete (TLC) client process is a unique approach to planning, a step-by-step process that ensures your plan actually works the way you intend, both now and when crisis strikes.

 

Thorough: we ask all the right questions to help you “discover” the planning strategy that achieves your planning objectives.

 

Lifetime: our lifetime maintenance program makes sure your plan always stays current with changes in your family, your finances, your health and the law.

 

Complete: we guarantee all fees associated with the life of the plan, even after you’re gone, before you hire us.

 

In the end you’ll have the protection you need to give what you have, to whom you want, when you want, the way that you want, GUARANTEED!

 

TLC Fee Guarantee Program

 

As a participant in our after death settlement fee guarantee program, we agree to represent your estate with post-death estate or trust administration at a fee of 1% of your gross taxable state; rather than the 3-20%* probate cost traditionally occurring.






TLC Maintenance Program Benefits

Join our TLC Maintenance Program today to receive benefits such as:

  • No cost - Annual review & update of your estate plan that includes
  • Word processing amendments requested by you
  • Advice on where to fund new assets
  • Review of Estate Plan to ensure it still meets your goal 
  • Law Firm recommended legal changes (based on changes to laws)
  • Complimentary phone calls with you and your financial professional(s) throughout the year
  • Exclusive updating workshop providing you with planning ideas and the changing legal environment
  • Invitations to “member exclusive events
  • Quarterly newsletter providing tips, law updates, and all the great things happening at EPLC
  • Annual maintenance family social events for all to enjoy
  • Complementary guidance to your family members and financial professional(s) upon your disability or death
  • Special “family” incentives

 

Medicaid Maintenance Benefits

 

  • Reasonable phone calls and/or emails by you, your representatives, or your professional advisors to anyone in our office at no charge. 
  • Annual discount for medicaid recertifications aimed at keeping you current with the county DSS and continued Medicaid eligibility
  • On-going guidance with maintaining Medicaid eligibility if required during the year

 

Is TLC Best for YOU?

 

Fill out this quick form to find out:

Â