A LETTER FROM THE FOUNDER
Welcome! If you are here because you are making the decision to invest in your future, then you are in the right place. Planning for your future is the best investment you can make in yourself and in your family. Whether you are a parent, a homeowner, a business owner or you have been thinking of starting your business, it is important to make sure that you have a plan for success. That means figuring out the details of what will happen before it happens.
Make yourself at home on our website. If you are unfamiliar with estate planning, take a look at our blog and FAQs as this will better help you understand some of the terminology that you may be unfamiliar with.
If you have any experience with losing a loved one or a loved one becoming unable to care for themselves, whether it be temporarily or permanently or, then you are probably are aware that these situations can cause stress and conflict among loved ones. What if I told you that it did not have to be that way? Preparing these details now can save you and your family time, stress and money in the event something were to happen to you.
How do I know this? Because I have experienced it. I have seen first-hand how failing to appoint a guardian for your kids can mean that they are left in the care of strangers or with someone you did not wish to care for them. I have seen first-hand how assets can be lost to the state department of unclaimed funds because so many people do not know the value of their own assets, they fail to plan for it or in some cases they completely forget about their own belongings. I have seen families fight and in some cases are even torn apart because they failed to plan properly or fail to notify those named in their plans of their intentions. I have even seen plans fail because parents are unaware of the consequences of naming a minor as a beneficiary. I have seen businesses get sold or fall apart by failing to create a succession plan sometimes because we simply don’t know the value of our business.
If you are here and are trying to determine whether we are the right fit for you, ask yourself, what would happen if I did not make it home to my kids tonight? Who would care for them? Who would step up and care for your pets? What would happen to your business, you clients or customers?
You don’t have to figure it out on your own. Let us support you in making the best decisions possible for your family and for your business.
The Jean Philippe law firm is a boutique law firm with offices in New York City and Atlanta, Georgia, that specializes in helping you to plan for your business and loved ones to ensure a smooth and hassle-free transfer of your assets to your loved ones, make sure your estate doesn’t go into probate and protect your loved ones from going through the burden of paying excessive estate taxes.
We provide a holistic approach towards protecting your interests and customize each plan to cater to your needs and wishes. The services we offer include estate planning, asset protection planning, business succession planning, life and legacy planning, business formation and planning, estate tax protection and trust administration. We also offer legal representation in No-Fault litigation and Personal Injury matters.
Naomie Jean-Philippe focuses on empowering business owners and families to grow their wealth confidently by helping them to plan for the passing of their wealth and legacy. She carefully guides you through the legal and financial considerations and decisions to create a plan that will accomplish your personal goals and that will protect you and your family when you need it most. Her legal expertise includes planning strategies for business owners, young families, married and unmarried couples, blended families and single parents. Whether this is your first time creating an estate plan or you are looking to update your existing plan, Naomie will work closely with you to create a plan that allows you peace of mind in knowing your family will be well taken care of.
Naomie graduated with national honors from the University of Old Westbury where she received a degree in Politics, Economics and Law. She then attended Maurice A. Deane’s School of Law at Hofstra University and received a Public Service award for her pro bono work within the community. She then went on to serve as counsel with several New York City law firms as a litigator where she saw firsthand the effect of the court process on individuals, families and businesses. Naomie later trained with the Family Wealth Planning Institute, a national organization of estate planning attorneys who focus on the design of sophisticated planning techniques for families and businesses. Naomie is also a member of Exit Planning Solutions, an organization of business advisors that bring planning solutions to business owners in their communities.
Naomie is extremely passionate about helping to preserve family wealth and protecting small businesses. She enjoys educating her community on how to build and preserve wealth and helping young families and professionals create a secure future.
When she is not serving her community, she likes to spend her time with her family and her dog, Bruce.
WE'VE GONE VIRTUAL
For your convenience we offer virtual services anywhere in New York and Georgia. This allows you to meet with us without having to worry about the hassle of commuting.
All you need to do is click the link below to schedule an appointment and we will handle the rest!
WHAT MAKES US DIFFERENT
YOU GET TO CHOOSE
Our main focus is to ensure that families and business owners get to have a choice on who will continue the legacy that they have worked hard to create and maintain. You will have peace of mind in knowing your family wealth is transferred according to your wishes, giving you the utmost peace of mind and allowing you to grow your business and your wealth with confidence. In our initial meeting we get to know what your goals are for your family and/or business. Only then can we guide you towards making the best decisions for them and picking a planning level and fee that works for you.
A PLAN THAT WORKS
What makes us different? Unlike traditional lawyers that sell you a set of documents that may not work when you need them too, we do not sell documents. We are service centered to ensure that your needs are truly met and your plan works when you need it to. Traditional estate plans often fail because assets are not transferred in the right way or plans are not updated over time. You will have the opportunity to review your plan regularly to ensure that your plan changes when your life changes, your family changes and most certainly when the law changes.
THREE-STEP MEETING PROCESS
If you have worked with an estate planning lawyer before, chances are, you met with them once, received your estate plan and never spoke to them again. We take a different approach because your business and your family is worth it. Should you choose to plan with us, we will meet with you a total of 3 times to ensure that your expectations are met and everything is done correctly and to ensure that your intangible assets are also transferred. We also provide our clients with free plan reviews every 3 years because chances are, something in their life has changed. Whether that you're is getting married, getting a divorce, having a baby, buying a house, or losing a loved one named in your plan to name a few. We offer a yearly membership called the “Join the Family” Program if you need more frequent plan reviews.
We are committed to building a lifelong relationship with you and your family. We encourage and support you to talk to your loved ones about wealth building and also to have those challenging conversations about death and incapacity so that they are clear on what your wishes are. All fees are agreed to in advance, so that means you can call us whenever you need support with your plan. We even assist you in making important life choices that may affect you and your loved ones such as determining the right amount and types of insurance you need, planning for retirement and end of life care as well as saving and investing in your future whether it be for higher education or for future business plans.
We help you avoid the public, costly, lengthy probate process required with a will. This means your loved ones can have access to the resources they need immediately in the event something happened to you. If there are additional needs, we can also provide advanced planning. If all you need is a will, we can also help you do that too!
TRUST-BASED ESTATE PLANS
Our effective estate planning strategies are focused on keeping your family out of court and out of conflict. Our plans typically feature an irrevocable trust, which if done correctly and well maintained, can save you thousands of dollars in paying estate taxes and avoids probate, among many other benefits.
YOUR LEGACY IS TOO IMPORTANT
When you create a legacy, you have created more than just wealth. We will counsel you on how to protect your assets for generations to come. In addition, we help you capture those precious moments, morals, and values that make up your legacy which you want your loved ones to experience even after you are gone.
We focus on all of your assets, both tangible and intangible, unlike other cookie-cutter lawyers. We will work with your financial advisor and accountant if necessary, to ensure that we are all on the same page about your goals and needs are for your family and for your business. We also ensure there is a plan for incapacity so that your medical, financial and legal affairs are taken care of as you wish, in the event you are unable to do these things on your own.
Dedicated to protecting your legacy.
Still not sure if planning is right for you? If you still have questions, click here to check out our blog or click below to ask a lawyer.
“Just had a great conversation with Naomie, Life Legacy Planner. For those of you who want to learn more about generational wealth from a legal perspective and how to get it all together, she has a fantastic free guide called the Legacy Planning Guide.”
“72% of black Americans don’t have wills, leading to navigating rules state-to-state, family infighting, attorneys fees, and estate litigation. Hit up Attorney Naomie so you don’t have these problems!”
WHAT OUR CLIENTS ARE SAYING ABOUT US
“Here is a scary thought, if we don’t create an estate plan because we are superstitious or weirded out by this topic, there is a plan based on the laws where we live. When we pass on, we will be relying on people who don’t know us to make decisions for us and our loved ones! I have learned this all from the Life Legacy Planner, Naomie. I highly recommend that you follow her and download her guide.”
“Naomie has created this simple, 12-step Guide to help everyone become intentional generational wealth builders, even if you don’t think you are wealthy!”