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 5 Model Structures.
Family Starter Plan
Who May Be Interested:
- Young families just getting started and seeking core planning for minor children
Dynasty Trust Plan
Who May Be Interested:
- Families interested in starting a wealth preservation plan to transfer assets over multiple generations
Marital Trusts
Who May Be Interested:
- Asset protection for surviving spouse
- Estates anticipated over $5M
Revocable Family Trust
Who May Be Interested:
- Owners of Special Assets
- Blended families
- Retirees
- Business Owners
Basic Estate Plan
Who May Be Interested:
- Clients seeking basic planning for surviving spouse and adult children