After you are gone, your loved ones will miss you deeply. They will long for your words of counsel and concern. Hearing your voice again would be a tremendous gift.
Through our unique legacy process, you can give your loved ones the most precious gift - a lasting expression of your love. What could be more valuable?
At Jeffrey S. Berenholz, LLC we believe estate planning is not just about transferring your financial assets and personal belongings. It’s also about capturing and transferring your valuable intangible gifts: who you are and what's important to you – your values, insights, stories and experience. A friend told me the following story...
"Several years ago, my dad died. He had left me a voicemail message on my cell phone and for years after he died, I would listen to it when I missed him. Until the very bad day when it was accidently deleted.
How I wish I still had that voicemail message. Or even better, that I had a recording of my dad telling me what he loved about me, what his hopes for me were, what life lessons were most important to him, what values he most wanted for me, or even just saying my nickname that he had always called me."
When I was first in practice, I would tell my clients to record a message for their loved ones and put it in a safe place or simply write notes to their children letting them know how they felt about them. But so few people ever actually did it. We just get so caught up with the day to day of our lives that focusing in on leaving a legacy seems to take a back seat.
So we realized we’d have to build this into our planning process and not make it just another thing you’ll get done someday. That’s what at Jeffrey S. Berenholz, LLC we make it part of our planning for every client to help you capture and pass on more than just your money: your intellectual, spiritual and human assets, who you are and what’s important to you.
For more information about how we help you pass on your most valuable assets – your values, insights, stories and experience - to your loved ones, or about our resources for leaving your family with a true legacy, please contact us.
Copyright © Jeff Berenholz. All rights reserved.
3401 Enterprise Parkway, Suite 340
Beachwood, OH 44122
Who You Are & What’s Important to You
How We Guide You to Leave a Legacy That’s About Much More Than Just Your Money
Estate planning at Jeffrey S. Berenholz LLC is not one size fits all for everyone. We offer 3 levels of planning to suit your varying needs.
Our firm believes in personalized service for each and every client. Our approach is educational and proactive – we first determine each client’s individual needs, desires and values, and then tailor their plan to best fulfill their dreams.
We represent a families throughout varying stages of life:
With each of our estate plans we include a no-charge 3 year review to ensure that as our clients’ lives change, so does their estate plan and ensure that all our clients' assets are held properly for maximum protection. And, we have annual membership programs for clients that desire even more service. Whether you participate in one of our membership programs or not, we keep all of our clients updated about changes in the law and issues that might affect their lives.
In addition, we advise clients regarding relationship nuptial agreements, perform reviews of existing plans that may be out of date, and handle all aspects of administration after the death of a loved one. And, we keep our clients corporate records up to date so that they have the maximum protection from personal liability that a corporation can provide.
Our clients benefit from the care we offer the whole family from free estate checkups to basic planning documents for young adult children; become part of our client family and feel how much we care.
WHAT WOULD IT BE WORTH?
Can you picture someone who’s passed away, someone you love and miss deeply? Can you recall a conversation you had with them? Can you remember the sound of their voice and what they told you? What if you could hear their voice again?
What if they could speak to you—heart to heart—and share their wisdom and advice? What would it be worth to you to hear their words one more time?
What is it worth to you to know that they’ll always know exactly how much you love them? It’s worth a lot to us and we are honored to be able to provide you and your family with this gift.
Our Family Wealth VIP Membership programs are part of what set us apart and allow us to care for you and your family
throughout all life's stages.
At most estate planning law firms the relationship ends when you sign your documents. At Jeffrey S. Berenholz, LLC we see the signing your estate planning documents as the beginning of our relationship with your family.
Over time, your assets will change; your family may change; we know for sure that the law will change. Your plan must accommodate all of these changes in order to make sure your plan works when your family needs it the most. If your plan is not properly updated over time, your documents become worthless... worth no more than the paper they were printed on. And the costs of failing to update are typically far greater than keeping your plan current.
To help you make sure your plan is always current, Jeffrey S. Berenholz, LLC offers Family Wealth Membership Programs.
Some of the Benefits Provided Under Our Membership Plans include:
Annual Plan Review with Unlimited Plan Amendments;
Annual Priceless Conversation to transition your most important and most frequently lost family wealth- who you are and what’s most important to you.
Annual Membership in service which provides 24-7 on-line access to health care and guardianship documents;
Substantial discount on our fees for advising your loved ones after you’re gone;
Annual Review of Your Assets and Update of Your Asset Spreadsheet;
And much more, including valuable membership enrollment bonuses.
For more information about our unique programs, please contact us.