We post frequent updates, often on topics of estate planning - looking into the best way to plan for your future!
Stand-alone financial & medical powers of attorney (no will)
Testamentary special needs trust (additional to any plan)
Irrevocable living trust
Irrevocable life insurance trust
Transfer of assets to a trust
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*The pricing for all documents includes only the drafting and signing of the original document. Clients will be charged additional fees for any changes (codicils) or amendments made after the document has been signing. All such fee changes / additions will be stated upfront. Additionally, the above pricing does not include any filing or processing fees.
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Living Trust Plan with Tax Planning
($2,500 - $3,500)
This plan includes the Living Trust Plan and adds to it tax planning.
The Living Trust Plan with Tax Planning includes:
Family Will Plan
($1,200 individual - $1,400 couple)
The Family Will Plan is for families with minor children as well as for parents who wish to leave assets to their adult children in trust until they reach specified ages or other milestones.
The Family Will Plan includes:
Living Trust Plan
($1,075 Individual - $1,800 Couple)
This is a probate avoidance Plan. Most families do NOT need a revocable trust plan, despite the many seminars that promote such plans. For older individuals, however, it can be an excellent choice. I will explain the pros and cons.
The Living Trust Plan includes:
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Core Will Plan
($800 individual - $1,000 couple)
Core Wills leave your entire estate to one or more persons, and do not include specific bequests (except for general bequests of tangible personal property), provisions for minor children, or any trust provisions. Financial and medical powers of attorney allow the person(s) you name to manage your financial affairs and make medical decisions for you in the event of incapacity.
The Core Will Plan includes:
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ESTATE PLANNING 101: A GLOSSARY
This article serves as a debriefing of the world of estate planning:
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See the packages and services that we can offer you, including (but certainly not limited to) business entity formation, consultation, contract review and drafting, compliance, and corporate governance.
Family Will Plan with Tax Planning
($1,500 with Bypass Trust)
($1,750 with QTIP Trust)
($2,500 with one of the above and a GST planning)
This Plan is for married couples with assets over either the state or federal estate tax exemption limits. It allows the minimization of estate taxes due after the death of both spouses, and/or the deferment of state estate taxes. For families with sizeable assets, this plan can save hundreds of thousands of dollars for your heirs.
The Family Will Plan includes:
A will with Trust Provisions for children and also a “bypass” trust, with either mandatory of “disclaimer” funding
a durable financial power of attorney (Statutory and supplemental)
a medical power of attorney with living will provisions
An initial full consultation of one hour, to be conducted either via telephone, Skype, FaceTime, or in person, depending on preference and availability, will be provided to each client.
*This consultation will be deducted from any Estate Planning plan that client then chooses.