*Consultations scheduled with deposits will take priority, secure the consultation and the deposit will be applied to the overall price of the plan.
For the family or individual who wants to ensure their assets go where they want, to guarantee their minor children and loved ones are taken care of and out of conflict, and wishes to appoint individuals to make medical and financial decisions on their behalf when they are unable to act.
Your Plan Includes:
*This plan may include a Revocable Trust for more asset protection.
For the family or individual who wants the assurance and peace of mind of knowing their family wealth will be passed on to their children or heirs with the most ease and convenience possible, without court involvement or the unnecessary delays and expenses of a lengthy and public probate process. This is also for those who want lifetime incapacity protection, maintenance of privacy, and the reduction of the financial burdens on their families following their death.
Your Plan Includes everything in the Classic plan plus:
We will prepare the deed transferring your home into the trust. Additional asset transfers (trust funding) may be handled by you with guidance from us, or we can handle them for your peace of mind for an additional fee.
For the family or individual who needs sophisticated tools for more complex distribution plans and to plan for the transfer of business interests or real estate, protection from creditors, creation of additional trusts such as standalone retirement trust, irrevocable life insurance trusts, asset protection trusts, or special needs trust.
Your Plan Includes everything in the Family plan plus:
This plan provides asset protection for generations to come to ensure your beneficiaries are cared for and protected with peace of mind.