Ongoing Client Services
Buckley Law has two programs for clients that desire to meet with us on an ongoing basis.
- Prevent Estate Planning Problems (PEPP) Plan
Some clients desire to meet with us every year to discuss estate planning and legal updates, and to review their estate plan every year to insure that it remains in keeping with the client’s present goals and objectives. One client couple travels from Washington State to participate in PEPP. We charge a set fee that is significantly below our hourly rate, dependent upon client needs. For example, if this fee was $1000 a year, the work to prepare for the client meeting and then conduct the client meeting will be approximately five hours. That means that the client got John Buckley for significantly less than his hourly fee during that time. For some clients, they desire this personalized attention.
- Business Protection (BP) Plan
Some business clients desire to meet with us every year to discuss their legal business needs, including conducting annual meetings and discussing legal needs for the upcoming year. This too is set fee, and the client will (again) pay significantly less than they would if John Buckley was billing hourly.
Articles
“Portability” of the Federal Estate Tax Exemption – What does it Mean? Copy
With the political and economic climate as it is in the summer of 2008, we are not likely to see total repeal of the federal estate tax in the foreseeable future. However, both Republican and Democratic Presidential candidates support estate tax reform. Realistically,...
