Helping families pass on their legacy with love and understanding

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760-231-8716
scolgan@scolganlaw.com

Our Services

Estate Planning
 Estate planning at the Law Office of Suzan A. Colgan, is not one size fits all for everyone. We offer 3 levels of planning to suit your varying needs. Our thoughtful estate planning packages provide varying levels of protection, suited to your unique needs and goals.   Three Levels of Planning: ​ (1) Family Plan is a Will-based plan that provides the peace of mind of knowing we are here to help you navigate the system during life and for your family after you are gone.  For the family that doesn't have assets that would go through probate court.  This plan includes Trust, Wills, Power of Attorney, Advanced Health Care Directive, Living Will, Kids Protection Plan.  You may add Lifetime Asset Protection Trusts.  (2) Trust Plan is for the family that wants the total assurance 
 and peace of mind of knowing Family Wealth will be transferred to heirs with the most ease and convenience possible in the privacy of our office without court involvement.  This plan includes Trust, Wills, Power of Attorney, Advanced Health Care Directive, Living Will, Kids Protection Plan.  You may add Lifetime Asset Protection Trusts. 
(3) Wealth Plan is for the family that wants the total assurance and peace of mind of the Trust Plan AND also all comfort of knowing that assets transfers have been taken care of by our office for the greatest amount of convenience and care.  This plan includes Trust, Wills, Power of Attorney, Advanced Health Care Directive, Living Will, Kids Protection Plan and let us handle much of the asset transfers as possible.  You may add Lifetime Asset Protection Trusts to this plan as well.

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

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 the Law Office of Suzan A. Colgan, 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. We could tell you to remember to make recordings on your own, leaving messages for your loved ones. But it has been our experience that it then never gets done. Life happens, there are many other things to do, which push making the messages to pass on to your loved ones to the back burner. So now we have built this this into our planning process and not make it just another thing you'll get done someday. 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.

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 re honored to be able to provide you and your family with this gift.

Planning for Your Children
Having A Will Simply Does Not Ensure the Care of Your Kids If the Unthinkable Happens!

If you are a parent of children who are counting on you, your estate plan must begin with ensuring your children would always be taken care of by the people you want, in the way you want, no matter what happens. 

At, the Law Office of Suzan A. Colgan, one of our areas of greatest concern is in planning for the well-being and care of the children you 

love. Without advance legal planning for the care of your children, if the unthinkable happens to you, here’s what could happen:
     (1) Your children could be placed into the care of Child Protective Services (yes, even if you have a will in place and even if you have a living trust) and, yes, it would very likely only be temporary, but trust me, you never want your children in the arms of strangers.  Not even for a minute.


     (2) Your children could be put into the custody and care of someone you would never want, like that one family member who has good intentions, but you’d never want raising your kids.  A judge who doesn’t know you, or your family, will decide who will raise your kids, even if it’s the last person you would ever want;


     (3) Your family could get into a long, drawn out custody fight or there could be a challenge to the guardians you have designated. Up to 5% of the value of your assets could be lost to court costs and other unnecessary fees through the probate process, a court process that can tie up your assets for years and deprive your kids of the resources they need to live comfortably, which can totally be avoided with advance legal planning;


     (4) When your kids turn 18, they get a check for whatever assets are left.  There are unscrupulous people out there who make it their business to look at the public records to find out when 18 year olds are getting that inheritance check;
 
The vast majority of estate planning attorneys do not address these issues, and do not plan from a parents perspective. Yes, these things scare us too. That’s why we offer a Kids Protection Plan with  every estate plan we do for families with young children. What is a Kids Protection Plan®?


A Kids Protection Plan® is a set of instructions, legal documents and even an 
ID card for your wallet, which you need to have if you have kids at home who 
count on you for their well-being and care.  If you are in an accident, your 
Kids Protection Plan® will make sure your children are never taken into the 
custody of Child Protective Services or the care of anyone you wouldn’t want 
because the police don't have clear instructions from you. And your 
Kids Protection Plan® will ensure your children are raised by people you choose, 
not someone chosen by a Judge who doesn’t know you.
To get started with your Kids Protection Plan®, contact us at (760) 231-8716,

or email at scolgan@scolganlaw.com.

Planning for Life

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 the Law Office of Suzan A. Colgan we see the signing of 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, the Law Office of Suzan A. Colgan offers Family Wealth Membership Programs.

With each of our estate plans we include a no-charge three 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. We also include in our planning process a creative way for our clients to pass on more than just their financial assets, but also their human assets—who they are and what is important to them. And, we have annual membership programs for clients that desire even more service. Whether you participate in one of our annual membership programs or not, we keep all our clients updated about changes in the law and issues that might affect their lives.

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.
  • 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.


Call us now!

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