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Do you have your will or trust currently in place?

67% of Americans have no estate plan.

Save your family from the confusing fallout of dying without an estate plan.

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Wills, power of attorney, and living wills

Last Wills and Testament

Create a perfect, lawyer-approved legal Will from the comfort of your home

Power of Attorney for Finances

Name someone to handle your finances should you ever become incapacitated

Power of Attorney (Living Will) for Health Care

Specify your health care wishes with a Living Will in case you are ever unable to communicate

Revocable Living Trust

INCLUDED IN THE TRUST PACKAGE YOU WILL FIND

Revocable Living Trust
- Income Only Option
- A/B Trust Option
- Spendthrift Provisions
- IRA "Look-through"
- Optional Sub-Trust for Children
Certificate of Trust
Last Will & Testament

24/7 Account Access

Financial Power of Attorney
Healthcare Power of Attorney
Living Will
Advance Directives
Online Funding Kit
Unlimited Funding Letters

TRUST

PRIVACY

Flexibility

A Comprehensive Estate Plan has a Revocable Living Trust at its core.

A trust allows you to maintain control over your assets during your life and pass them on exactly as you wish.

A Trust can save your family thousands in probate costs and fees, protect your beneficiaries, and in some situations help maximize tax savings.

PRIVACY

Privacy for you and your family is important. Most people do not know that a simple Last Will and Testament leaves you exposed. Every asset becomes public record. This complete loss of privacy often attracts unwanted attention from outsiders when families are already dealing with the loss of a loved one. With a funded Trust, you not only keep control, you keep everything private.

FLEXIBILITY

Our documents were prepared by estate planning attorneys with decades of experience helping thousands of clients nationwide. Every family situation, asset class, and bequest option is at your fingertips. Our technology allows you to build what you want and keep you in control.

Risk-Free Growth

You can earn stock market gains without the stock market losses. Your account can never experience a loss no matter how much the stock market plummets.

Tax-Free Income

This strategy will provide tax-free income during your retirement years. Unlike "qualified" plans it will not be subject to a tax hike.

Cashflow You Can't Outlive

If set up properly, this strategy will provide income you can rely on year after year no matter how long you live.

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What this program is...

If you want to supplement your retirement with tax free income.
If you are concerned about taxation in the future.
If you don't want negative returns..
If you have maxed out qualified contributions.
If you are a business and are looking to insure key employees.
If you want to leave a legacy for your loved ones.

What this program is not...

This IS NOT a sales pitch to buy software.
This IS NOT a bi-weekly payment program or refinance.
This IS NOT an increase to your current monthly budget.
This IS NOT a mortgage modification, alteration or any other change to your current mortgage.

Top 10 Devastating Consequences

of not having a written Will or Trust

of not having a written

Will or Trust

Higher Estate Taxes
State Laws Determine Asset Distribution
Potential Disputes Among Family Members
Long Probate Process
No Provision for Minor Children

Difficulty Accessing Funds for Immediate Needs
Limited Protections for Vulnerable Beneficiaries
Loss of Privacy
Inability to Make Medical and Financial Decisions
Risk of Dying Intestate

FAQs

What is the difference between a will and a trust?

A will is a legal document that outlines your wishes regarding the distribution of your assets and the care of any minor children after your passing. A trust, on the other hand, is a legal arrangement where a trustee holds and manages assets on behalf of beneficiaries according to the terms specified in the trust document. Trusts can be used to manage assets during your lifetime and after your passing, potentially avoiding probate and providing greater control over asset distribution.

Do I need a will or a trust?

The need for a will or a trust depends on various factors including the size of your estate, your family dynamics, your estate planning goals, and your desire for privacy and probate avoidance.

What are the benefits of having a will?

A will allows you to specify how you want your assets distributed after your passing.

You can designate guardians for minor children.

It provides clarity and guidance to your loved ones during a difficult time.

You can name an executor to manage your estate and carry out your wishes.

What are the benefits of establishing a trust?

Trusts offer privacy as they typically do not go through probate, which is a public process.

They provide greater control over the distribution of assets, allowing you to specify conditions for distribution.

Trusts can help minimize estate taxes and protect assets from creditors.

They offer flexibility for managing assets during your lifetime and after your passing, especially in cases of incapacity or disability.

How often should I review my will or trust?

It's advisable to review your will or trust periodically, especially after significant life events such as marriage, divorce, birth of children, or substantial changes in financial circumstances. Regular reviews ensure your estate plan remains aligned with your current wishes and objectives.

Can I make changes to my will or trust?

Yes, both wills and trusts can typically be amended or revoked during your lifetime. However, it's essential to follow proper legal procedures to ensure changes are valid and enforceable.

What happens if I die without a will or trust?

If you pass away without a will or trust (intestate), state laws will determine how your assets are distributed, which may not align with your wishes. This can lead to delays, additional expenses, and potential disputes among family members. Creating an estate plan ensures your assets are distributed according to your preferences and can help alleviate stress for your loved ones during an already challenging time.