An Estate Plan fulfills the legacy of a Financial Plan and creates irreplaceable peace of mind.
Every plan that we coordinate can include robust features that address conduit language for IRA’s, standby language for a Special Needs Trust if needed, postponing distribution in exceptional circumstances (example: beneficiary drug use), state-specific requirements, flexibility for future changes in State and Federal Estate Tax, and more.
$950 for the full document package + $300 per deed (if needed).
Let's start your plan.
Not quite ready?