SUCCESSION + LLC
http://www.succession-plus.com/
Areas of Focus: Kids Protection Planning, Life and Legacy Planning
Licensed States: California, Kansas
Hi there! My name is Bret, and I want to be your Personal Family Lawyer!
I’m located in central Kansas where I help families and business owners protect their legacy by navigating the maze of legal and financial issues that arise as we make our way through life.
My practice is focused on developing personalized solutions to protect everything you love and have worked hard to build. This includes everything from developing a “Kids Protection Plan” to keep young families safe, estate plans to keep your family out of court and out of conflict following a loved one’s passing, as well as succession planning to ensure your business can continue for generations to come. I am here to help you protect your legacy!
I graduated from California Western School of Law with an Honors designation from the “Center for Creative Problem Solving,” an academic area that focuses on acquiring the skills necessary to demand a broader understanding of people, their specific problems, and the consequences of confronting those problems in narrow, legalistic ways. Through this curriculum, I obtained practical training on how to think more broadly, relationally, and preventively when dealing with complex legal matters.
I enjoy learning about and then educating my clients (and the community) on the various ways we can overcome your legal obstacles with creative solutions! Finally, and most importantly, I am the proud husband to my wife, Jackie, and the father to our beautiful children, Gentri, Hattie, and Bodie.
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.
Complete the form below to reach out and schedule your 15-minute discovery call.