We are proud to offer a cost-effective estate planning solution!
Every plan that we coordinate can addresses the following:
- Conduit language for IRAs
- Opportunities to convert shares to a Special Needs Trust
- Ability to postpone distributions in exceptional circumstances (drug use etc.)
- State-specific requirements
- Providing flexibility to plan for unknown changes in State and Federal Estate Tax Law
- and more!
Every Trust Based Estate Plan Includes:
- Trust
- Certification of Trust
- General Transfer
- Financial Power of Attorney
- Medical Power of Attorney or Healthcare Directive
- HIPAA Release
- Pour-Over Will
- Property Agreement for Community Property States
- Property Deed Transfers and Filing- if required
Give your loved ones the greatest gift!
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Communicating your values and goals today can help your loved ones through tomorrow. This 12-page guide can help you understand the basics of estate planning, including:
Areas your will should address (and who should write it)
The two types of trusts — and how they can help reduce the chance of a family conflict
A checklist to help you select the right person to carry out your wishes
Adult Americans say they would like an estate plan, but-
*47% "haven't gotten around to it yet."
**88% of "survey respondents see someone who dies without having affairs in order as irresponsible (52%), inconsiderate (22%), or ignorant (14%)."
100% of the Americans that have a completed or updated an out of date Estate Plan:
- Have confidence their affairs are in order for their loved ones.
- Feel in greater control of their end-of-life medical decisions and that their family can confidently advocate for them.
- More comfortable communicating with the next generation abut the future.