Wills, Trusts, and Estate Services

It is never too early to make plans to mitigate taxation and prepare for retirement and the final passing of your assets. An Estate Plan prepares your estate for you last desires without involving the probate courts with the majority of your assets.

No estate is too small to make these preparations. There are simple trusts that can save middle income families thousands of dollars, while you are alive and after you pass.

We offer a simple Estate Planning package, overseen by one of our advisor attorneys in you state. Your plan is effective and compliant with the laws of your state. We oversee this process so that your estate is not left merely to a template.

Estate planning is much simplier then you think it will be. Today is a good day to start!

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Trusts 2503(b) Family Care Trust - QPRT - 529 Educational Plans

$1250 Add To Cart

A Family Care Trust functions as a sub trust to a revocable living trust (RLT) Details>

Charitable Remainder Trust - CRT

$1900 Add To Cart

A Charitable Remainder Trust may be used in an estate plan for asset protection purposes and to mitigate or reduce taxes. Details>

DPA Assets and Health Package - Individual

$600 Add To Cart

This is an add on provision to a revocable living trust. You need to purchase a revocable living trust and then customize it fit the needs of your estate and the wishes of you and your family. Details>

DPA Health Care and Living Will - Individual

$400 Add To Cart

This is an add on to a living trust. This is the full deluxe power of attorney with all of the directives an individual should have. Details>

DPA Health Care and Living Will - Married Couple

$500 Add To Cart

The Durable Power of Attorney over Health Care with Living Will is for a married couple. As hard as these decisions tend to be, they are easier now, rather than later! Details>

DPAs Assets and Health Package - Married Couple

$700 Add To Cart

This is an add on provision to a revocable living trust. Details>

Durable PA Over Assets With Trust - Individual

$150 Add To Cart

This is an add on provision. Durable Power of Attorney, sometimes called Medical Power of Attorney, or advance directives is the add on document to a trust that appoints an agent to make medical decisions for the principle. Details>

Durable Power of Attorney - DPA - Without Trust - Married Couple

$175 Add To Cart

This is a Durable Power of Attorney for medical powers and advanced directives when a married couple does not have a trust. Details>

Generation Skipping Dynasty Trust

$900 Add To Cart

Although the Generation Skipping Tax (GST) is a transfer tax, it should not be confused with the terms normally associated with estate tax. Details>

Intentionally Defective Grantor Trust - IDGT

$2500 Add To Cart

Many estate and financial planners use the Intentionally Defective Grantor Trust, or IDGT, not only as an estate-planning tool, but also as a succession-planning tool for family businesses. The IDGT is also a great tool for asset protection. Details>

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Wealth Preservation

JAN 01

Asset Protection Risk Analysis

Online

Take the risk analysis to find out your exposure to creditors and litigators. Isn't it worth 5 minutes to find out how much risk you really safe?

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Best-Selling Strategy Guide

The Doctor's Guide to Wealth Preservation

$49.95

One attitude that cannot be tolerated in medicine is a lack of care or apathy. We feel physicians should exercise the same standard of care toward their accumulation of assets, property and wealth.

Written by the foremost expert in the country!

Physicians and their Advisors Will Gain a Practical Guide in the Following Subject Areas

►Asset Protection

►Estate Planning

►Income Tax Reduction

►Financial Planning

►Office Management

►Corporate Structure and Protection Structures

Learn how to protect your personal and business assets from disgruntled patients, creditors and divorce through the use of domestic and offshore planning tools.

Estate Planning - Learn how to avoid the most common estate planning mistakes that could cost your heirs $500,000 - $3,000,000 or more and learn how to avoid the 70-83% tax trap.

Income Tax Reduction - Learn how to reduce your income taxes by $25,000 - $200,000 annually while avoiding the tax avoidance shams in the marketplace.

Financial Planning - Learn how to protect the principal of your investments while still giving yourself the opportunity for upside growth if the stock market performs well.

Office Management - Learn several practical and easy to implement solutions that will help you run a more efficient and financially sound medical practice.

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