
Estate Planning Options
Revokable Trust
Testamentary Trust
Irrevocable Trust
Family LLC (incl. State Filing Fee)
Life Estate Deed (incl. Recording Fee)
Transfer on Death Deed (incl. Recording Fee)
$1500+
$1500+
$2000+
$1125
$540
$540
The following are $500 for the first document and $250 for each additional document.
Simple Will
Financial Power of Attorney
Medical Power of Attorney
Medical Directive
Customized packages are available.
Prices subject to change, call to verify current prices.
Fundamental Questions
Who should you entrust with decision-making authority?
Choosing a person for decision-making authority depends on trust, reliability, and their understanding of your wishes. This role can involve managing financial or medical decisions through powers of attorney or serving as an executor or trustee. Ensure you select someone capable of acting in your best interests and willing to carry out your wishes responsibly.
Who should inherit your assets?
Deciding on beneficiaries involves considering family dynamics, marital rights, and your goals for legacy distribution. For married individuals, ensure compliance with state laws regarding spousal rights. Additionally, think about whether children, grandchildren, charities, or other entities should benefit from your estate and how assets should be divided.
What are some considerations when transferring certain types of assets?
Transferring assets such as business interests or rental properties requires planning to minimize tax implications and potential conflicts. Consider if only active business members should inherit stocks or if properties need management skills from beneficiaries. Asset type, value, and the capabilities of your heirs are crucial factors.
When and how should beneficiaries inherit assets?
Determine the right age and maturity level of beneficiaries and evaluate whether a lump-sum inheritance or staggered distributions through a trust are more appropriate. This ensures they have the financial stability to handle the assets responsibly while protecting them from potential tax burdens or mismanagement.