Additional business details
Purposeful Estate Planning for the Multi-Millionaire Next Door®
Since its inception in 2007, Kaiser Law Group has been helping families, individuals, and small business owners direct the future of their legacies through estate planning and continual advice. We focus on building mutual relationships with our clients and their advisors rather than merely producing documents or conducting legal transactions. Kaiser Law Group takes a hands-on partnership approach with our clients and their advisors to facilitate addressing client concerns and achieving our client’s goals through our ongoing Legacy Program.
We are honored to guide our Legacy Program clients through their lives and changes in their plan, today and into the future. Kaiser Law Group is exceptional at handling the inevitable emotional factors that arise from the legal processes of estate planning. The entire team is respectful of sensitive issues, technical or sentimental, that may surface. In fact, clients’ trusted advisors often refer to Kaiser Law Group for this expertise.
Through this innovative approach, we create an ongoing relationship with our client and their other trusted advisors. Every opportunity, change, or concern is addressed in an ongoing proactive manner. This comprehensive, inclusive approach avoids the conflict and confusion that are often present when loved ones are in turmoil or grief.
Kaiser Law Group leads our Legacy Program clients in aligning assets with their estate plan to provide for the client’s current situation, and on an ongoing basis, adjust the alignment of assets with the estate plan as assets change or fluctuate. We also proactively and reactively update the estate plan to reflect changes in goals, assets, family situations and the law. Through family and advisor meetings we assist in ensuring that everyone understands their role and purpose of the estate plan to avoid potential conflict.
Kaiser Law Group advocates “Purposeful Estate Planning for the (Multi) Millionaire Next Door®.” You might be familiar with the book “The Millionaire Next Door” from the 1990s (if not, ask us to send you a copy as our gift). These are people who earn through business ownership and investments, are more value conscious than status-oriented, are willing to pay for valuable professional advice, and live beneath their means to build long-term wealth.
Taking it a step further, Kaiser Law Group combines the habits of the Millionaire Next Door with the philosophy of “Purposeful Planning.” This is based on the belief that creating technically competent and accurate estate planning documents is not enough to sustain generational family wealth in all its forms, beyond only financial wealth.
We believe that our Legacy Program goes beyond creating estate planning documents, and simply stated, a completed estate plan is not the finale of a client’s relationship with Kaiser Law Group, it is only the beginning of a lifelong relationship.
Estate Planning, Legacy Planning, Estate Administration, Trust Administration, Probate