Solid estate planning is essential to protecting your Private Wealth. We plan estates of every description, from the simple to the most complex. Each Estate Plan begins with our Foundation Estate Plan and we build from there. Most estate plans incorporate a Revocable Living Trust as part of the Family Estate Plans for privacy purposes, as well as Lifetime Protection Trust provisions to protect against creditors, predators and divorce.
Depending upon the complexity of your estate, you may find our Family Estate Plan and Lifetime Protection Planning tools useful.
Foundation Estate Plan
All estate plans need core documents, which are included in the Foundation Estate Plan. They are a Last Will and Testament and Disability Planning documents. Disability Planning documents appoint someone to make decisions for you in the event you cannot make decisions for yourself, and include a General Durable Power of Attorney for making financial decisions, Designation of Healthcare Surrogate for making medical decisions and granting access to medical records, and a Living Will to make known your wishes and desires in end of life circumstances.
Family Estate Plan
The Family Estate Plan is designed to maintain privacy and protect your Family from the probate process by establishing Revocable Trusts to compliment the Foundation Estate Plan. The Revocable Living Trust provides your family with flexibility and privacy. We also provide you with specific instructions to fund your trust and work with you through our unique Asset Alignment planning process. The Family Estate Plan is designed so that your assets can avoid the probate process and provide a seamless transition to the next generation.
Lifetime Protection Estate Plan
No one wants their hard earned assets to be gobbled up by a creditor, a predator, a former son-in-law or daughter-in-law, or taxes. Our Lifetime Protection Plan gives you all the flexibility and privacy of the Family Estate plan, and it protects the inheritance you leave for your beneficiaries from: creditors, predators, from claims of a divorcing spouse, and from taxes in the beneficiary’s estate. The Lifetime Protection Plan establishes Lifetime Protection Trusts for all beneficiaries and these trusts can continue in perpetuity – providing your entire family with protections that only you can provide. With the Lifetime Protection Estate Plan, you are truly leaving a legacy for your family and you are putting your loved ones in the best possible position when it comes to the inheritance that you leave them.
Retirement Account Succession Planning
After the recent enactment of significant tax legislation affecting all retirement account distributions, a specific analysis of how these accounts pass following your death is required.
Depending upon the complexity of your estate, you may find our Family Estate Plan and Lifetime Protection Planning tools useful.
Foundation Estate Plan
All estate plans need core documents, which are included in the Foundation Estate Plan. They are a Last Will and Testament and Disability Planning documents. Disability Planning documents appoint someone to make decisions for you in the event you cannot make decisions for yourself, and include a General Durable Power of Attorney for making financial decisions, Designation of Healthcare Surrogate for making medical decisions and granting access to medical records, and a Living Will to make known your wishes and desires in end of life circumstances.
Family Estate Plan
The Family Estate Plan is designed to maintain privacy and protect your Family from the probate process by establishing Revocable Trusts to compliment the Foundation Estate Plan. The Revocable Living Trust provides your family with flexibility and privacy. We also provide you with specific instructions to fund your trust and work with you through our unique Asset Alignment planning process. The Family Estate Plan is designed so that your assets can avoid the probate process and provide a seamless transition to the next generation.
Lifetime Protection Estate Plan
No one wants their hard earned assets to be gobbled up by a creditor, a predator, a former son-in-law or daughter-in-law, or taxes. Our Lifetime Protection Plan gives you all the flexibility and privacy of the Family Estate plan, and it protects the inheritance you leave for your beneficiaries from: creditors, predators, from claims of a divorcing spouse, and from taxes in the beneficiary’s estate. The Lifetime Protection Plan establishes Lifetime Protection Trusts for all beneficiaries and these trusts can continue in perpetuity – providing your entire family with protections that only you can provide. With the Lifetime Protection Estate Plan, you are truly leaving a legacy for your family and you are putting your loved ones in the best possible position when it comes to the inheritance that you leave them.
Retirement Account Succession Planning
After the recent enactment of significant tax legislation affecting all retirement account distributions, a specific analysis of how these accounts pass following your death is required.
