A more comprehensive estate plan that evolves with you and your family.
The Gold Estate Planning Package combines comprehensive estate planning with five years of estate plan consultations, giving you continued guidance as your family, finances, and circumstances change.
✓ Living Trust
Create a clear plan for managing and distributing your assets.
✓ Will
✓ Powers of Attorney
✓ Healthcare Directives
✓ Advanced Tax Planning
✓ Advanced Trust Options
Additional planning options to help address your family's specific needs.
✓ Retirement Beneficiary Planning
Help establish clear beneficiary planning for retirement assets.
✓ Distribution Planning
Create clear instructions for how and when assets should be distributed.
✓ 5 Years of Estate Plan Consultations
Continued guidance for updates and changes throughout the five-year period.
Individuals and families who want comprehensive planning plus continued legal guidance as life changes.
A more comprehensive estate plan that evolves with you and your family.
The Gold Estate Planning Package combines comprehensive estate planning with five years of estate plan consultations, giving you continued guidance as your family, finances, and circumstances change.
✓ Living Trust
Create a clear plan for managing and distributing your assets.
✓ Will
✓ Powers of Attorney
✓ Healthcare Directives
✓ Advanced Tax Planning
✓ Advanced Trust Options
Additional planning options to help address your family's specific needs.
✓ Retirement Beneficiary Planning
Help establish clear beneficiary planning for retirement assets.
✓ Distribution Planning
Create clear instructions for how and when assets should be distributed.
✓ 5 Years of Estate Plan Consultations
Continued guidance for updates and changes throughout the five-year period.
Individuals and families who want comprehensive planning plus continued legal guidance as life changes.
