Which Estate Plan Is Right for You?
Everyone has different concerns and goals when it comes to estate planning. Although there is no “one size fits all” when it comes to estate planning and every plan is unique, our experience has shown that there are some common goals our clients share.. To understand and anticipate what an investment in a thorough estate plan will be, we provide planning options based upon these common concerns and goals. Which plan is right for you?
Pricing Disclosure
*The final fee for your plan may be higher than those listed above as additional fees are quoted and applied on an “a la carte” manner due to the varying goals and family situations amongst our clients. Examples of this include, but are not limited to: special needs planning for a disabled beneficiary, limited liability companies (LLCs) for investment property, blended family planning, nursing home planning, etc., and beneficiary asset protection for plans other than a Legacy Plan.
Estate Planning Done Right
In order for an estate plan to work correctly, two things must come together: 1) there must be a well-drafted plan that always accurately reflects your goals and concerns and; 2) all of your assets MUST be aligned with that plan. This is often the most difficult step in the planning process and is often done incorrectly, which can completely derail an otherwise excellent estate plan. While most firms will give you instructions and tell you to do it on your own, we do things differently. Our estate plans include full asset alignment (does not apply to Base Level Plans). We are there to complete the beneficiary forms for you, work closely with your advisors to retitle your accounts, prepare letters for your banks, etc… We do it for you. That’s estate planning done right.