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Navigating Your Legacy

Life is complex while we are living it.  It can become even more so when we are gone.

What will your legacy be?  Confusion?  Uncertainty?  Or will you leave your family with the comfort and assurance that comes with advance planning?

Estate Planning Services

We work with you to design a carefully considered estate plan that fits your family's specific needs, explaining and taking into account:

  • Particularized special needs of heirs with mental health issues or substance abuse issues
  • The need to maintain eligibility for public benefits
  • Blended family challenges
  • End of life decision making
  • Minimization or avoidance of estate and gift taxes
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Trust Based Estate Plan

 

($1,750 single/$2,000 couple)

  • Revocable Living Trust
  • Pour-Over Will
  • General Power of Attorney
  • Advanced Healthcare Directive ("Living Will")
  • Grant Deed Into Trust (for one property)
  • Additional properties $200 each
  • IRA Beneficiary Trust
  • NFA Firearms Trust

Will Based Plan with Testamentary Trust

 

($1,500 single/$1,750 couple)

  • Last Will and Testament
  • Testamentary Trust Provisions
  • General Power of Attorney
  • Advance Healthcare Directive ("Living Will")
  • Transfer on Death Deed (for one property)
  • Additional properties $200 each

Simple Will Based Plan

 

($850 single/$1,000 couple)

  • Last Will and Testament for single or couple
  • General Power of Attorney
  • Advance Health Care Directive ("Living Will")
  • Transfer on Death Deed (for one property)
  • Additional properties $200 each

Additional Services

Additional Trust Services

  • IRA Beneficiary Trust
  • NFA Firearms Trust
  • Property Deeds

Services Based Upon Hourly Rates

  • Trust Amendments
  • Codicils
  • Deeds
  • Separate and Community Property Agreements

Next Steps...

Contact us to schedule a free consultation.  We'll be happy speak with you.  We think you'll feel the same way.