On the previous page, you learned how our non-traditional estate planning is unique because unlike most estate plans, it protects your spouse, children, and grandchildren from divorce and exploitation after you’re gone. We hope you’ll find our plans to be a great benefit to your grandchildren, children, and other family members.
Another way we’re unique from other firms is that we operate with complete transparency with regard to our rates. We work on all-inclusive rates so that clients know at the very beginning the total required investment for their planning, rather than being surprised by a bill from us at the end.
The vast majority of our clients are billed a flat rate of $3999 for a complete Family Protection Plan which includes all documents for both spouses (if married): wills, powers of attorney, medical directives (living wills), and any necessary trusts or other documents. A Family Protection Plan not only ensures that your assets are distributed as you wish after your demise, but more importantly it ensures those assets are for your children and grandchildren only after you pass, fully protected from in-laws if your children get divorced after you’re gone. It also minimizes the hidden “IRD” death tax on your IRAs, and provides for any family members with special needs.
Clients with assets exceeding $10M will require additional planning for federal estate tax, which entails additional fees.
Clients with total assets under $1M may not need a Family Protection Plan, and are typically billed $995 for a simple will, power of attorney, and medical directive.
Do you consider yourself the type of person that would make an investment for the future protection of your spouse, children, and grandchildren? If so, one of our Family Protection Plans will be a good fit for you.