We don't believe in hidden costs.
There's no better investment than investing in your future. Cost is a big reason people tend to put off planning for the future. We are upfront about our rates, offer packages for estate planning, utilize flat fess when possible and don't have hidden fees.
Future planning, personal or for business, is a thoughtful process in which, through counseling and informed choices. We co-create with you a plan that addresses your problems and concerns, to your satisfaction.
Review our Estate Planning Packages
Our Estate Planning Packages
THE ESSENTIALS PLAN
What every family needs as a bare minimum of essential lifetime planning. A simple will-based or trust-based plan designed to transfer your estate to whom you want.
- Provides guardians to care for your children (if applicable)
- Provides for your mental incapacity with a comprehensive Financial Power of Attorney
- Records your end of life choices and appoints health care agents
Fee range: $750-$1,500
The PROTECTIVE PLAN
Customized, counseling-based planning that achieves your unique family goals and needs with our lifelong planning process.
- Meetings included to build the perfect plan:
- Design Meeting
- Delivery & review
- Financial Strategies
- Documents include one or more comprehensive Revocable Living Trusts and Pour-over Will
- Personalized Estate Planning Handbook, Estate Planning Portfolio, and logo USB drive containing your records
- Protects your beneficiaries from creditors and divorce
- Comprehensive disability planning for you and your spouse to avoid “living probate”:
- Disability panel
- Detailed instructions for care
- Comprehensive Financial Power of Attorney
- Appointment of health care agents, ”living will” end of life choices, and HIPPA release form
- Reduces or eliminates estate taxes
- Full professional funding and Client Care Program™ so your plan works when you need it
- Includes Pet Trusts and Trust Protectors
FEE RANGE: $1,500-$3,000
THE Advanced PLAN
Includes all the features in The Protective Plan, yet goes far beyond those levels. Here is where we utilize strategy and planning to organize even the most complex circumstances.
Incorporates the most advanced wealth transfer strategies available to minimize taxation and fees such as: Irrevocable Life Insurance Trusts, Charitable Remainder Trusts, IRA Trusts, etc.
Uses sophisticated strategies to maximize, guide, and protect the wealth passed down to your beneficiaries. May include comprehensive and specific directions for the distribution and preservation of your wealth for generations to come.