Estate Planning
Our goal is to provide a simple and secure solution for your future. An Estate Plan fulfills the legacy of a Financial Plan and creates irreplaceable peace of mind. We are proud to offer a cost-effective estate planning solution!
Every plan that we coordinate can addresses the following:
- Conduit language for IRAs
- Opportunities to convert shares to a Special Needs Trust
- Ability to postpone distributions in exceptional circumstances (drug use etc.)
- State-specific requirements
- Providing flexibility to plan for unknown changes in State and Federal Estate Tax Law
- and more!
Every Trust Based Estate Plan Includes:
- Trust
- Certification of Trust
- General Transfer
- Financial Power of Attorney
- Medical Power of Attorney or Healthcare Directive
- HIPAA Release
- Pour-Over Will
- Property Agreement for Community Property States
- Property Deed Transfers and Filing- if required