Estate Planning

Our goal is to provide a simple and secure solution for your future. An Estate Plan fulfills the legacy of a Financial Plan and creates a peace of mind that is irreplaceable.

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We are proud to offer a cost-effective estate planning solution

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Every plan that we coordinate has the ability to include information that addresses conduit language for IRA’s, opportunities to convert shares to a Special Needs Trust or postpone distribution in exceptional circumstances (example: drug use), state-specific requirements, flexibility plan for unknown changes in State and Federal Estate Tax Law, and more.

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Estate Planning Package includes:

·Trust

·Property Agreement for Community Property States

·Financial Power Of Attorney

·Certification Of Trust

·Deed(s) for Real property ($250- $500/Deeds)

·HIPAA Release

·General Transfer

·Medical Power of Attorney or Advance Health Care Directive

·Will

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47%

Of Americans say they would like an Estate Plan, but haven’t gotten around to it yet*

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88%

Of Americans believe for someone to pass away without an estate plan is irresponsible, inconsiderate, and ignorant.

 

100%

Of Americans that have a completed or updated an out of date Estate Plan:

 

Have confidence their affairs are in order for their loved ones

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Feel in greater control of their end of life medical decisions and that their family could advocate for them with confidence

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More comfortable communicating with the next generation about the future