Estate Plan
47% of Americans say they would like an Estate Plan, but haven’t gotten around to it yet.

We are proud to offer a cost-effective estate planning solution
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.
Estate Planning Package Includes:
- Trust
- Certification of Trust
- Deeds for real property
- Property agreement for community property states (like Wisconsin)
- Financial Power of Attorney
- Medical Power of Attorney or Advanced Directives
- HIPAA release
- Will
How much will it cost?
$950 for the full document package + $300 per deed (if needed).
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4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
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