How We Work

PLANS ADAPTED FOR YOU

Our estate planning packages have evolved beyond the average estate plan.

Choose an adapted plan below.

LEVEL ONE – SAFETY NET

For The Family Who …

Doesn’t have the assets that would have to go through the court process called probate, but do want to guarantee their minor children are well-cared for no matter what, their health care wishes are turned into directives, and their loved ones are able to access their assets using a durable power of attorney if they become incapacitated.

 

Your Safety Net Plan …

Includes a Will, Health Care Directives and Powers of Attorney so you know that you are well-taken care of if anything happens as well as a Kid Care Plan to ensure your children are always raised by the people you want, in the way you want, and never taken out of your home by the authorities.

May include post-death trust planning to protect assets for the people you love.

We’ve got your family covered.

LEVEL TWO- WEALTH PROTECTION

For The Family Who …

Wants the total protection and peace of mind of knowing that their wealth will be transferred to heirs with the most ease and convenience possible in the privacy of our office without court involvement.

Clients choosing the Wealth Protection Plan may also choose to protect their beneficiaries’ inheritance from lawsuits, spouses, and estate taxes.

 

Your Wealth Protection Plan …

Provides peace of mind knowing we are here to guide you during life and care for your family later.

The Wealth Protection Plan keeps your loved ones out of court, all of your affairs totally private, and ensures your family can turn to us when necessary.

All asset transfers will be handled by you, with unlimited guidance and support from us. A Kid Care Plan will be included if you have minor children.

LEVEL THREE- ASSET ASSURANCE

For The Family Who …

Wants the total assurance and peace of mind of the Wealth Protection Plan AND also all of the comfort of knowing that asset transfers have been taken care of by our office.

This plan is appropriate for those busy families who want to ensure that someone else is taking care of everything for the family. WE DO IT ALL FOR YOU!

 

Your Asset Assurance Plan …

Includes all the components of the Wealth Protection Plan PLUS we analyze how each of your assets is titled AND handle all asset transfers for you to guarantee your plan works for you and your family.

We prepare an inventory of your assets and complete all of the bank, brokerage, insurance, retirement account, real estate and business documents to transfer title and change beneficiaries for you.