Business & Estate Planning Services

Will Plans

WILL PLAN

For Someone Who:

Does not have assets that would go through the probate process and no minor children, or you are prepared to go through the probate process.

Includes:

- Will

- Healthcare Directive (Living Will)

- Powers of Attorney (Durable and Medical)

- HIPPA Release

- Beneficiary Deed

- Full Asset Review


Trust Plans

TRUST PLAN

For Someone Who:

Wants peace of mind that their wealth will be distributed to heirs without court involvement or you have no minor children.

Includes:

- Revocable Trust

- Pour-Over Will

 -Healthcare Directive (Living Will)

- Powers of Attorney (Durable and Medical)

- HIPPA Release

- Beneficiary Deed

- Full Asset Review


Wealth Plan

WEALTH PLAN

For Someone Who:

Wants the total assurance of the Trust Plan AND the comfort of knowing that all asset transfers have been taken care of by our office. If you are busy, this plan gives the least amount of personal effort and the greatest convenience and care.

Includes:

All components of the Trust Plan PLUS we analyze how each of your assets are titled and handle all asset transfers to ensure your plan works for you.

We prepare an Intrepid Wealth Inventory, complete with all bank, brokerage, insurance, and retirement account documents to transfer title and change beneficiaries.


Asset Protection and Special Needs

ASSET PROTECTION & SPECIAL NEEDS

For Someone Who:

Needs help untangling the complexities of asset protection trusts and may need help with business succession planning.

Wants to provide for a friend or family member with special needs and does not want to jeopardize government benefits.

Includes:

- Asset Protection Trusts

- Physician Planning

- Special Needs Estate Planning

- Special Needs Trusts