Our goal is to provide a simple yet comprehensive 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.
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 + $250 per deed (if needed).
If you have an existing estate plan and simply want it reviewed, a review and summary report is available for $300.
1. If you're ready, download the Estate Planning Appointment Guide and book a 1-hour meeting.
2. Need some guidance first? Book a 30-minute initial consultation.
4 Elements of an Estate Strategy
Let's start your plan.
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