FAMILY WEALTH PLANNING PACKAGES

LEVEL 1

FAMILY PLAN

The Family Plan is right if you:

 

  • Do not own a house or any real property.

  • Want to choose who takes care of your money if you are unable to.

  • Want to choose who makes decisions about your healthcare when you can't.

  • Want to choose who raises your minor children.

Your Family Plan includes:

  • Will(s)

  • Advance Health Care Directive(s)

  • Power(s) of Attorney for Finances

  • HIPAA Waiver(s)

  • Child Protection Plan

    • Nomination of Guardian of Estate

    • Nomination of Guardian of Person

    • Emergency Plan

Family Plan Cost:

INDIVIDUAL:  $750.00

 

MARRIED COUPLE: $1,250.00

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LEVEL 2

WEALTH PLAN

The Wealth Plan is right if you:

 

  • Own a house or any real property.

  • Have assets of more than $150,000.00.

  • Do not want your assets to become public information through the Probate Process.

  • Want to choose who takes care of your money if you are unable to.

  • Want to choose who makes decisions about your healthcare when you can't.

  • Want to choose who raises your minor children.

Your Wealth Plan includes:

 

  • Everything in the Family Plan plus,

  • Revocable Trust

  • General Assignment to Trust

  • Certification of Trust

 

Does Not Include:

 

  • Asset transfers, such as trust transfer deeds, IRAs, life insurance policies, etc.

Wealth Plan Cost:

 

INDIVIDUAL:  $2,000.00*

 

MARRIED COUPLE:  $3,000.00*

 

*Prices only valid for non-taxable estates (less than $11.4 million per individual and $22.8 million per couple) in 2019.

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LEVEL 3

PROSPERITY PLAN

The Prosperity Plan is right if you:

  •  Answered yes to any of the bullet points in the Wealth Plan

  • Want to ensure your Trust is funded properly to avoid probate

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:

 

INDIVIDUAL:  $3,000.00*

 

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.

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