Family Protection Plans
Our thoughtful plans provide peace of mind at all levels of protection, expertly suited to your unique family needs.
Bronze Plan
For the Family Who:
(a) has nominal or no assets and no minor children, and (b) wants his or her health care wishes turned into directives and his or her loved ones able to access the assets using a durable power of attorney if he or she becomes incapacitated.
Your Bronze Plan:
Includes your Wills, Health Care Directives & Powers of Attorney.
Silver Plan
For the Family Who:
(a) has some assets but none that would go through the court process (called probate) upon death, (b) has minor children who need short term and long term guardians assigned, and (c) wants their health care wishes turned into directives and their loved ones able to access their assets using a durable power of attorney if they become incapacitated. Keeps your family out of conflict.
Your Silver Plan:
Includes your Wills, Health Care Directives & Powers of Attorney so you know that you are well taken care of if anything happens. Also, includes the Guardian Road Map to ensure your children are always in the care of the people you want, in the way you want and never taken out of your home by the authorities. May include post-death trust planning (an intestate trust created in the will) to protect assets for the people you love. We’ve got your family covered.
Gold Plan
For the Family Who:
(a) wants the total assurance and peace of mind of knowing your family would stay out of court and out of conflict in the event of your death or incapacity, and (b) wants to ensure assets will be transferred to heirs with the most ease and convenience possible in the privacy of our office without court involvement. Under this plan, you may also opt to protect your beneficiary’s..inheritance..from.lawsuits, bankruptcy, spouses and estate taxes.
Your Gold Plan:
Includes a Revocable Living Trust, Wills, Health Care Directives & Powers of Attorney all of which will provide peace of mind knowing you can control your assets now and leave them to whomever you want whoever you want in the most efficient and effective manner possible. We are here to guide you during life & care for your family later. The Gold Plan keeps your loved ones out of court, all of your affairs totally private and ensures your family can turn to us when necessary. All asset transfers will be handled by you, with unlimited guidance and support from us. A Guardian Road Map will be included if you have minor children. And this plan also comes with the Living Legacy Video.
Platinum Plan
For the Family Who:
(a) wants the total assurance and peace of mind of the Gold Plan and (b) also all of the comfort of knowing that assets transfers have been taken care of by our office, so nothing is left out or lost because you got too busy. This plan is appropriate for busy families who want the least amount of personal effort and the greatest amount of convenience and care.
Your Platinum Plan:
Includes all components of the Gold Plan PLUS we analyze how each of your assets are titled and handle all asset transfers for you to guarantee your plan works for your family. We prepare a Family Wealth Inventory, complete all bank, brokerage, insurance and retirement account documents to transfer title and change beneficiaries.
Diamond Plan
For the Family Who:
(a) has more than $11.58 million in assets and (b) is looking to minimize or eliminate probate and estate taxes.
Your Diamond Plan:
Includes any and all legal documents necessary to accomplish the objectives.