Which Estate Plan Is Right for You?

The most critical part of a successful estate plan is proper asset alignment. Other firms will give clients complicated written instructions and tell them to transfer the assets themselves. When this happens, either the clients never do it, only partially complete it or they do it incorrectly. We are different. We take all the extra steps to do it for you

Foundational Plan

For individuals or families who are…

looking to designate the people who will make their medical and financial decisions in the event of disability or incapacity and are comfortable with their estate potentially going through probate.

Individual: $1,975- $2,475
Married couple: $2,475- $2,975

Enhanced Plan

For individuals or families who are…

looking for a comprehensive plan to address periods of disability or incapacity, avoid probate and implement a plan for the private and efficient transfer of wealth to their loved ones.

Individual: $4,275- $5,275*
Married couple: $4,975- $5,975*

Premium Plan

For individuals or families who are…

looking for a comprehensive plan to address periods of disability or incapacity, avoid probate and implement a plan for the private and efficient transfer of wealth to their loved ones and who also…

wish to pass the maximum amount of wealth possible to their beneficiaries by utilizing estate tax minimization techniques.

Individual: varies based on documents selected*
Married couple: $5,975- $7,975*

Medicaid Planning Options

Asset Protector

For individuals or families who are…

looking for a comprehensive plan to address periods of disability or incapacity, avoid probate and implement a plan for the private and efficient transfer of wealth to their loved ones and who also…

want to protect their hard earned assets from the rising costs of long term care.

Individual: $6,475- $6,975*
Married couple: $6,975- $7,475*

Family Wealth Preserver

For individuals or families who are…

looking for a comprehensive plan to address periods of disability or incapacity, avoid probate and implement a plan for the private and efficient transfer of wealth to their loved ones and who also…

want to protect their hard earned assets from the rising costs of long term care and who also…

wish to pass the maximum amount of wealth possible to their beneficiaries by utilizing estate tax minimization techniques.

Individual: varies based on documents selected*
Married couple: $7,475-$7,975*

*NOTE: We include asset alignment (a/k/a “trust funding”) for up to ten assets in the above plans. For more details regarding asset alignment you can download our e-book, Asset Alignment and Your Estate Plan, from our learning center library.