Legacy Protection Plan
*Price shown is a deposit
Your Plan Includes everything in the Family plan plus:
- Family Asset Protection Trust
- Legacy & Creditor Protection Planning
This plan provides asset protection for generations to come to ensure your beneficiaries are cared for and protected with peace of mind.
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 trusts, irrevocable life insurance trusts, and asset protection trusts.
The Legacy Protection Plan starts at $4500