The goal of Steve Plaisted of PeaceLaw is to make this important, yet dreaded task easier and more PEACEFUL for you through providing helpful information and advice along the way and PEACE in the years ahead for you and your loved ones.
Steve Plaisted of PeaceLaw can assist you with the following aspects of estate planning: wills, trusts and powers of attorney (financial and medical).
WHY Choose Steve Plaisted of PeaceLaw to Assist You With Estate Planning:
A CPA who was an estate planning client said of Steve Plaisted’s services, “He (Steve) made it easy.” Although he didn’t use the word “peaceful”, that’s close enough!
Another satisfied client said, “He (Steve) walked us through it and explained it a way we could understand.”
Here’s what Doug presented Steve at the will signing session upon finishing wills with Steve Plaisted:
Steve – Thank you for creating a plan for my family. We could not be any happier – our children are well taken care of with this plan. I’ll also be sure to tell all of my friends about this experience.
Thank you. – Doug
After finishing wills with Steve Plaisted, Doug was so pleased he didn’t use an online will template as he’d originally considered. Steve provided his expertise to Doug and he can to you as well. CONTACT Steve at PlaistedLaw@aol.com for more information. GET your family’s estate plan DONE this year and have peace of mind when it’s finished – just like Doug! 😉
Steve offers flexible meeting times (nights and Saturdays) at his convenient Gaithersburg, Maryland office, near Mid-County Highway and Woodfield Road which is minutes away from I-270 and the Shady Grove Metro!
HOW TO SET UP YOUR INITIAL CONSULTATION: Contact Steve Plaisted TODAY at either PlaistedLaw@aol.com or call 301.762.7877.
AVAILABILITY: Steve Plaisted is available for appointments from about 10:00 a.m. through 6:00 p.m. Monday through Friday (afternoon appointments should not start later than 4:00) and most Saturday afternoons. To accommodate clients, Steve is also available evenings as his schedule permits.
WHERE: Steve Plaisted’s convenient Gaithersburg office (113 Billingsgate Lane, Gaithersburg, MD 20877) in a quiet neighborhood located near Mid-County Highway and Woodfield Road which is minutes away from I-270 and the Shady Grove Metro with parking just a few steps from the office entrance.
MORE ABOUT ESTATE PLANNING
WHAT is Estate Planning?
Estate planning is the term commonly used with respect to professional services that help people design and obtain the following.
- A plan and documents for management of your assets if you are alive and incapacitated.
- A plan and documents for management and distribution of your assets after you die, either providing for immediate distribution of assets and/or short or long-term trust arrangements for assets that are being held for the benefit of children or grandchildren.
- A plan and documents for the nomination of guardians for minor children if both parents die before the children become adults.
- A plan and documents that address health care decisions in the event that you are unable to make decisions for yourself.
- The coordination of all documents and ownership arrangements that affect the management and distribution of assets after you die, including wills, trusts, retirement account beneficiary forms, life insurance beneficiary forms, deeds and titles.
Steve Plaisted does not provide advice or products related to retirement planning, Medicaid planning, long-term care insurance or life insurance. However, Steve Plaisted does help clients make sure their retirement account and life insurance beneficiary arrangements are designed to accomplish their estate planning goals.
WHAT IS BETTER ABOUT HIRING Steve Plaisted INSTEAD of Using A “Do-It-Yourself Will Package”?
You “will” receive several hours of a lawyer’s time educating you about your options, making recommendations, answering all of your questions, customizing your documents to your specific situation, walking you and/or your spouse through the process of signing all of the documents, providing the necessary witnesses and notary and advising you regarding the coordination of all of your death beneficiary arrangements with retirement accounts and life insurance policies.
Even with the ability of technology to make it possible to produce documents easier than ever before, it is still usually true that you will not get more than you pay for when it comes to something like estate planning.
And, to the extent you would have access to a lawyer’s involvement in some way, that attorney would probably not be available days and nights and on Saturdays.
HOW TO SET UP YOUR INITIAL CONSULTATION: Contact Steve Plaisted TODAY at either PlaistedLaw@aol.com or call 301.762.7877.
AVAILABILITY: Steve Plaisted is available for appointments from about 10:00 a.m. through 6:00 p.m. Monday through Friday (afternoon appointments should not start later than 4:00) and most Saturday afternoons. To accommodate clients, Steve is also available evenings as his schedule permits.
WHERE: Steve Plaisted’s convenient Gaithersburg office (113 Billingsgate Lane, Gaithersburg, MD 20877) in a quiet neighborhood located near Mid-County Highway and Woodfield Road which is minutes away from I-270 and the Shady Grove Metro with parking just a few steps from the office entrance.
WHAT HAPPENS WHEN AN ESTATE PLANNING MEETING IS SCHEDULED?
You will receive a “will worksheet” to complete to the best of your ability before the meeting. The will worksheet will educate you with respect to most of the issues which will need to be addressed in your estate plan and will ask you to make as many preliminary decisions about these matters as possible before the initial meeting.
The worksheet will also allow you to provide information needed for you and Steve to understand all of the important facts about your family situation which relate to your estate plan.
At our first meeting, which can be by phone or in person, we will work our way through your worksheet.
The goals for that meeting will be:
* to further your education by clarifying and elaborating concepts as necessary
* to help you make as many decisions as possible about the important components of your estate plan
* to determine the basic outline of your estate plan
* to give you an estimate of the cost (choice between flat rate and hourly fee)
* to get an agreement regarding payment for my services
* to get a payment in full from you (to be deposited in an attorney trust account and paid after work has been completed), and,
* to set all of our deadlines for completing the various stages of the process.
When working with a couple, it is very important for both spouses to be present during this meeting.
What happens after the first meeting?
After the first meeting, Steve will either have enough information to begin drafting your documents or you will need to go home and decide/discuss some more issues and communicate your decisions to Steve so he will know what to write. Thereafter, all of the communications between you and Steve and the transmission of draft documents can be done by phone and email unless you choose an alternative method of transmission.
When you and Steve are satisfied all of the documents have been drafted to your satisfaction, you will then meet in person to sign all of the completed documents.
Steve enjoys assisting his Christian clients think about estate planning from a biblical perspective. A biblical estate plan will reflect biblical principles of stewardship and will result in God being glorified through the use of the wealth which God has given you.
PAYMENT
At the end of the initial meeting, Clients who choose to hire Steve Plaisted will be expected to provide an advance payment* to cover services rendered after an agreement has been reached regarding payment for Steve Plaisted’s services
*Payments are held in an attorney trust account and monies will then be “paid” as the work progresses.
HOW TO SET UP YOUR INITIAL CONSULTATION: Contact Steve Plaisted TODAY at either PlaistedLaw@aol.com or call 301.762.7877.
AVAILABILITY: Steve Plaisted is available for appointments from about 10:00 a.m. through 6:00 p.m. Monday through Friday (afternoon appointments should not start later than 4:00) and most Saturday afternoons. To accommodate clients, Steve is also available evenings as his schedule permits.
WHERE: Steve Plaisted’s convenient Gaithersburg office (113 Billingsgate Lane, Gaithersburg, MD 20877) in a quiet neighborhood located near Mid-County Highway and Woodfield Road which is minutes away from I-270 and the Shady Grove Metro with parking just a few steps from the office entrance.
