The Prosperity Plan is right if you:
Your Prosperity Plan includes:
Everything in the Wealth Plan plus,
All asset transfers, such as trust transfer deeds, IRAs, life insurance policies, etc.
Wealth Plan Cost:
MARRIED COUPLE: $4,500.00*
*Prices only valid for non-taxable estates (less than $11.4 million per individual and $22.8 million per couple) in 2019. Price includes transfers of up to three properties - additional properties billed at $500.00 per property.