Life & Legacy Wealth Plans
FAMILY PLAN
For the Family who…
Doesn’t have assets that would go through the court process called probate upon death, but who 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.
Keeps your family out of conflict.
TRUST PLAN
For the Family who…
Wants the total assurance and peace of mind of knowing your family would stay out of Court and out of conflict, in the event of your death or incapacity. And wants to ensure assets will be transferred to your children with the most ease and convenience possible in the privacy of our office without court involvement.
Under this plan, you may also opt to protect your beneficiary’s inheritance from lawsuits, spouses and estate taxes.
WEALTH PLAN
For the Family who…
Wants the total assurance and peace of mind of the Trust Plan AND also all of the comfort of knowing that assets transfers have been taken care of by our office, so nothing is left out or lost because you got too busy.
This plan is appropriate for busy families who want the least amount of personal effort and the greatest amount of convenience and care.
Your Family Plan…
Includes your Will, Health Care Directives & Powers of Attorney so you know that you are well taken care of if anything happens. May include post-death trust planning to protect assets for the people you love. We’ve got your family covered. ADDITIONALLY, FOR FAMILIES WITH MINOR CHILDREN Also includes a plan that protects children 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.
Your Trust Plan…
Provides peace of mind knowing we are here to guide you during life & care for your family later. The Trust Plan keeps your loved one’s out of Court, all of your affairs totally private & ensures your family can turn to us when necessary. All asset transfers will be handled by you, with unlimited guidance and support from us. ADDITIONALLY, FOR FAMILIES WITH MINOR CHILDREN Also includes a plan that protects children (See Family Plan).
Your Wealth Plan…
Includes all components of the Trust Plan PLUS we analyze how each of your assets are titled and handle all asset transfers for you to guarantee your plan works for your family. We prepare a Life & Legacy Inventory, complete all bank, brokerage, insurance and retirement account documents to transfer title and change beneficiaries to trust.
