Estate Planning
We identify inefficiencies, unnecessary risk and/or opportunity costs, and make recommendations to help minimize your tax liability and maximize your financial gain.
Estate Planning
We provide standalone tax and estate planning services.
We start with a comprehensive fiduciary review of your financial situation to help ensure your investment plan and tax strategies are aligned for optimal benefit.
We identify inefficiencies, unnecessary risk and/or opportunity costs, and make recommendations to help minimize your tax liability and maximize your financial gain.
We facilitate:
Revocable Living Trust
Last Will and Testament
Powers Package
Trust-Based Estate Plan:
For Married or Single, includes:
A Joint Revocable Trust
Certification of Trust
General Transfer, Power(s) of Attorney – Finances, Advance Health Care Directive(s)/Power of Attorney for Health Care, HIPAA Release(s), Pour Over Will(s) and Property Agreement (For Community Property States Only).
Pricing for Trust-Based and Will-Based Estate Plans is the same whether you are a single person, a married couple, or a domestic partnership.
Will-Based Estate Plan:
For Married or Single, includes:
Will(s)
Power(s) of Attorney – Finances, Advance Health Care Directive(s)/Power(s) of Attorney for Health Care, and HIPAA Release(s). For a married plan, these documents are provided for each spouse.
Pricing for Trust-Based and Will-Based Estate Plans is the same whether you are a single person, a married couple, or a domestic partnership.
Powers Package:
This includes:
Power of Attorney – Finances, Advance Health Care Directives/Power of Attorney for Health Care, and HIPAA Release for one person. This is commonly used for children going away to college.
