Estate Planning. Simplified.

Our estate planning process evolves with time, yet it has consistently been reviewed as “Simplified”. For all clients, we recommend three core estate planning documents: (1) Will, (2) Financial Power of Attorney, and (3) Medical Directive. Some clients may also need or want to create a trust. We offer two ways to get started in creating the plan that is right for you: telephone call or in-office consultation. No matter how busy you might be, we always make it simple.

For simplified plans, we offer our 6 Model Structures.

Estate Tax Trust

Who May Be Interested:

  • Spouses who anticipate a gross estate in excess of $5M

Simple Revocable Trust

Who May Be Interested:

  • Traditional and Alternative Investors
  • Retirees

Marital Trust

Who May Be Interested:

  • Spouses seeking creditor protections for the surviving spouse

Dynasty Trust Plan

Who May Be Interested:

  • Clients interested in a wealth preservation plan for multiple generations

Family Starter Plan

Who May Be Interested:

  • Young Families getting started and seeking core planning for minor children

Basic Estate Plan

Who May Be Interested:

  • Clients seeking basic planning for spouse and adult children