Your story needs all the colors!

Posted on: October 5th, 2016
Tips for preserving your intangible legacy - the memories you make, values you share, communities you strengthen, traditions you honor - by our Special Projects Assistant, Marianne Cothern.
Blog Header What's Your Intangible Legacy Image of woman teaching girl to flyfish 

Your story needs all the colors!

by Marianne Cothern


Remember the first time you opened a new 64-pack of crayons? So many new colors! All perfectly organized, sharpened and ready for action.

Open 64 pack of Crayola CrayonsBefore that you may have been limited to the colors found in a smaller box of crayons, an 8-pack or a 16-pack. But, with the new 64-pack, your creativity is limited only by your imagination. 
 
Last week, while trying to describe the difference between working with us and working with another estate planning firm, Esther, our office administrator, said,
 

 "Working with META law is like having a brand new 64-pack of crayons while most other firms are like having an 8-pack."
 

Open 8 pack of Crayola Crayons

Many estate planning firms take an 8-pack approach. They use only a handful of standardized templates that may or may not be a good fit for your unique situation. Not only do these limited options not always meet your goals, they risk costing your family a great deal in unnecessary taxes and frustration. And the worst part is...you'll likely never know because most of the problems with template-based, cookie cutter planning don't occur until you're gone. Too late to notice or complain.
 
We take a 64-pack approach. Ted and his team of specialists with decades of experience and up-to-the-minute knowledge have access to all the different tools to create a plan that is designed specifically for you, your family or business. We create a unique plan that will fulfill your goals, maximize your opportunities, and minimize your risk.
 

You’ve got a 64-pack life. Why limit yourself to an 8-pack plan?

 
To find out if your plan is using all the colors it can be - give us a call. 805-856-3400 or click here to contact us through our website.





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