YOUNG FAMILY PLAN
$2,400 individual / $2,700 married couple
INTENDED FOR: Young families who have minor children or plan to have children. This plan includes everything a family with minor children needs to ensure their children are protected in case of an untimely death:
- Guardians for minor children
- Financial controls for minor children while growing up
- Flexible use of funds by a trustworthy adult for the children's benefit
- Ages chosen for when children can receive their inheritance.
Essentials Plan
$2,900 individual / $3,200 married couple
INTENDED FOR: Straightforward clients with clear beneficiaries, stable goals that are unlikely to change, and minimal complexity. The Essentials Plan is for people who have children and they want their lifetime savings to benefit only them. This plan allows clients to pass assets in a way where these recipients can protect their inheritance and includes everything in the Young Family Plan as well as:
- Inheritance protection from divorce, bankruptcy, lawsuits and nursing home costs
- Special Needs Trust to ensure continued availability of "needs-based" government benefits.
Enhanced Plan
$4,000 individual / $4,300 married couple
INTENDED FOR: Clients who are looking for a plan which will adapt over time and provide the greatest likelihood of NOT needing to visit an attorney to make updates as your family or financial situation changes.
The Enhanced Plan is our most frequently chosen plan for a reason. It includes everything in the Essentials Plan PLUS adds in extra attorney time to plan for all the real-life extras most families have or will need, such as:
- Additional complex planning needed for those with over $1 million in assets
- Planning designed to evolve over time as your life changes in the coming years
- Enhanced customization of trust terms
- More extensive planning in case any of your intended beneficiaries predecease you
- Gifts to grandchildren, friends or charities
- Estate tax and income tax considerations
- Planning which includes business ownership.
Complex Plan
Starting at $5,000
INTENDED FOR: Those whose situation may be more complex. Rest assured we have seen it all. The most frequent situations which require this plan:
- Ensuring a loved one can remain in the family home or farm
- Ensuring a surviving spouse is protected upon the first death in a "blended family," and that both sides are treated fairly - involves 2 or 3 trusts
- A married person establishing a plan separately from a spouse or trying to protect inherited money
- Updating or combining 2 existing trusts into a single plan for a couple.
Non-Trust Based Estate Plans
$1,200 individual / $1,500 married couple
After initial consultations, 90% of our clients choose a Trust plan. However, a Non-Trust based plan is still an option for those who want to skip probate and do not have minor children, disabled beneficiaries, or concerns about protecting their family's inheritance from lawsuits, divorce, creditors, or poor financial decisions.
Estate Plan Review
Complimentary
It is time to have your existing plan reviewed if your estate plan is over 5 years old or any of the following have occurred:
- marriage
- divorce
- births
- deaths
- new choices for executor / trustee / guardian of children
- family members with creditor problems
- new home
- different ideas on distributing assets.
Trust Administration
Pricing varies based on complexity.
We can help you navigate the trust administration process and ensure that wishes are carried out. Please call us if you need help administering the trust or estate of a loved one who has passed away.