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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S/A Last Wills and DPAs "Full Pack" - Married Couple

$800 Add To Cart

This is an add on provision to a revocable living trust. You must purchase the trust that suits your family needs and then customize the trust with add on provisions. Details>

Single Person Revocable Trust

$1995 Add To Cart

This is for a single person who wants an estate plan to avoid probate. Details>

Special Needs Trust

$300 Add To Cart

This trust is designed for a grantor with a disabled child. This is an add on draft provision. Details>

Stand Alone Durable Power of Attorney - Individual

$175 Add To Cart

This Stand Alone Durable Power of Attorney is for individuals who do not have a living trust in their estate plan. Details>

Stand Alone Durable Power of Attorney - Married Couple

$190 Add To Cart

This stand alone durable power of attorney is for married couples who do no have a revocable living trust. Details>

Stand Alone Will - Individual - No Trust

$150 Add To Cart

This is a Last Will and Testament for those who do not have a living trust. Details>

Stand Alone Will - Married Couple - No Trust

$180 Add To Cart

This is a Stand Alone Last Will and Testament for a married couple who wants to control the distribution of their assets without a trust. Details>

Trust Investment Advisor Provisions - Successor Trustee

$400 Add To Cart

Anyone establishing a revocable living trust must always choose a (successor) trustee - usually an older child, or an extended-family relative, or a trusted friend - who will eventually have to administer the trust estate. Trust estate administration includes the responsibility of having to allocate and distribute trust assets, at the death of the grantor, per the directives in the trust. 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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