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doesn’t matter if you are married or single, divorced or widowed, if you
don’t have an estate plan, the government has a plan for you.
Avoid losing control of your hard-earned money. Making a last will and
testament does not
have to be difficult or expensive. Whether your concerns are for family,
friends or a charity, delaying your estate planning will cost you many
opportunities. By planning ahead you can take care of loved ones, reduce
your taxes, and ensure that death or disability is no harder on your heirs
than it has to be.
Flat Fees:
|
Simple Will Packages*
|
| Simple Will |
|
Individual |
$500 |
|
Couple |
$800 |
|
| Will With Trust for
Minors |
|
Individual |
$700 |
|
Couple |
$1,000 |
|
|
*A SIMPLE WILL IS RECOMMENDED FOR AN ESTATE VALUED AT LESS THAN $1,000,000
INCLUDING LIFE INSURANCE AND RETIREMENT BENEFITS.
PACKAGES INCLUDE A WILL, MEDICAL AND FINANCIAL POWERS OF ATTORNEY, A
LIVING WILL, AND A DESIGNATION OF GUARDIAN.
A RETAINER IN THE AMOUNT OF THE FLAT FEE SHALL BE COLLECTED BY THE LAW
OFFICE AT THE TIME OF THE INITIAL APPOINTMENT.
|
|
|
Complex Will Packages*
|
| Tax Planning Will |
|
Individual |
$900 |
|
Couple |
$1,500 |
| Prenuptial
Agreement |
|
|
$1,000 |
|
|
*A COMPLEX WILL IS RECOMMENDED FOR AN ESTATE VALUED AT OR MORE THAN
$1,000,000 INCLUDING LIFE INSURANCE AND RETIREMENT BENEFITS.
PACKAGES INCLUDE A WILL OR TRUST, MEDICAL AND FINANCIAL POWERS OF
ATTORNEY, A LIVING WILL, AND A DESIGNATION OF GUARDIAN.
A RETAINER IN THE AMOUNT OF THE FLAT FEE SHALL BE COLLECTED BY THE LAW
OFFICE AT THE TIME OF THE INITIAL APPOINTMENT.
|
|
I represent both individuals and families. I help
them provide for loved ones and reduce their estate taxes. I offer an
affordable flat fee and make the estate planning process understandable
and accessible.
|
Married Couples:
|
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Avoid estate taxes entirely on assets worth up to
$4,000,000 |
|
Name a
guardian to care for your children |
|
Set up a trust to keep your young
children from inheriting financial responsibility before they are ready |
| Single Individuals: |
|
Choose your beneficiary whether it be family, friends, or charities. |
| Blended Families: |
|
Make sure your assets are distributed
fairly |
|
Go on record with your
wishes for child custody |
|
|
| Divorced Individuals: |
|
Avoid an unwanted inheritance by a former
spouse |
|
Redo your will or
trust |
|
Redo your powers of
attorney |
|
Review guardianship for your
children |
| Non-traditional
Couples |
|
Make sure your significant other ... |
|
 |
Inherits your estate |
|
|
Can make
medical and financial decisions for you if you are incapacitated |
|
|
Go on
record with your wishes for child custody |
|
|
For everyone: |
|
|
How to make tax-free
gifts |
|
|
How to exclude life insurance
from your taxable estate |
For a more detailed overview of how to begin estate planning
please review the steps involved or take a look at
the Will or Trust Questionnaire.
You may also want to read some of the articles I have
written regarding these matters.
Contact me. I will help you prepare your estate plan.
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