Will-Based Planning

 This plan is subject to probate and is only recommended for individuals whose total asset value is worth less than $150,000.  

This plan appoints a guardian for minor children. The plan also appoints an agent to make health-care decisions if the individual is incapacitated. 
This plan includes the following:
  • Will
  • Health care directive
  • Power of attorney
  • Nomination of guardian
Flat Fee Pricing - $1,000

Revocable Living Trust

This plan is for the individual or family who wants the peace of mind that their assets will not go through probate and that their family wealth will pass onto their children without any unneccesary delay.  
This plan also provides lifetime incapacity protection in both financial and medical matters. 
This plan includes the following:
  • All items from Will-Based Planning
  • Revocable Living Trust
  • Final Disposition Wishes
  • Transfer of Deed to put real estate into Trust
Flat Fee Pricing - $2,500

Wealth Preservation

This plan is for the individual or family who needs sophisticated planning tools to transfer a family business, protection from future creditors, creation of retirement trusts, irrevocable life insurance trusts, and asset protection trusts. 

This plan includes all of the revocable living trust planning as well. 
This plan includes the following:
  • All items from the Revocable Living Trust column
  • An asset protection trust 
  • Trust for business entities
Flat Fee Pricing - $5,000