rss   facebook   twitter   linkedin
  • My Shopping Cart:
  • 0 items
  • View Cart
  • |

Wills, Trusts, and Estate Services

It is never too early to make plans to mitigate taxation and prepare for retirement and the final passing of your assets.  An Estate Plan prepares your estate for you last desires without involving the probate courts with the majority of your assets.

No estate is too small to make these preparations.  There are simple trusts that can save middle income families thousands of dollars, while you are alive and after you pass.

We offer a simple Estate Planning package, overseen by one of our advisor attorneys in you state.  Your plan is effective and compliant with the laws of your state.  We oversee this process so that your estate is not left merely to a template.

Estate planning is much simplier then you think it will be.  Today is a good day to start!

Sort by:  
Page 2 of 3      
Irrevocable Life Insurance Trust
$2450 Add To Cart
 
An irrevocable life insurance trust (an "ILIT") is an irrevocable trust created for the principal purpose of owning a life insurance policy.  Details>
 
 
Life Partners Trust - Co Grantor Revocable Living Trust
$1995 Add To Cart
 
This is a revocable living trust for an unmarried couple wanting to avoid probate and control their assets upon passing.  Details>
 
 
Marital Qualified Domestic Trust (QDOT)
$1995 Add To Cart
 
This is the preparation of an estate for a marital couple preparing to protect their estate from taxation and controlling assets for passing protecting the other spouse and protecting the estate.  Details>
 
 
Marital Qualified Domestic Trust - One Grantor
$1995 Add To Cart
 
This product is a revocable living trust with one grantor designed for a distinct purpose when the surviving spouse is not a US citizen.  Details>
 
 
Married Person Qualified Terminable Interest Property (QTIP) RLT
$1700 Add To Cart
 
A Sole-Grantor trust designed for a married individual to hold and manage, as an individual grantor, his/her sole and separate property and any one-half undivided interest in marital (community & tenants-in-common) jointly-held property in the trust.  Details>
 
 
Married Person Qualified Terminable Interest Property Revocable Living Trust
$400 Add To Cart
 
With this type of trust - The tax-planning feature of this trust is that if the grantor's estate value exceeds the exemption equivalent amount, then such entire excess amount may qualify for the marital deduction (the QTIP portion) and must be held IN TRUST for the lifetime benefit of the grantor's spouse (primarily for the distributions of income required for the benefit of the surviving spouse).  Details>
 
 
Medicaid Qualifying Trust
$750 Add To Cart
 
This is an add on provision. The Medicaid Qualifying Trust is an income-only, non-discretionary "subtrust" of a Revocable Living Trust. It must be funded on a timely basis during the trust grantor's lifetime to be effective.  Details>
 
 
Pour Over Will - Individual
$150 Add To Cart
 
A pour over will is an add on feature for provisions necessary outside a trust.  Details>
 
 
Pour Over Will - Married Couple
$350 Add To Cart
 
Pour over wills transfer assets outside the trust of an estate plan.  Details>
 
 
S/A Last will and DPAs "Full Pack" - Individual
$800 Add To Cart
 
This is an add on provision to a revocable living trust. You must purchase a revocable living trust and then customize the trst with add on provisions.  Details>
 
 

From Our Affiliates

image
image
image
image
rss feed



Subscribe Newsletter

First Last
E-mail
We respect your privacy and never sell or rent our subscriber lists. Subscribing will not result in more spam! We guarantee it!

Wealth Preservation

JAN 01

Asset Protection Risk Analysis

Online
image

Take the risk analysis to find out your exposure to creditors and litigators. Isn't it worth 5 minutes to find out how much risk you really safe?

Advanced Seating - More Details

Best-Selling Strategy Guide

image

The Doctor's Guide to Wealth Preservation

$49.95

One attitude that cannot be tolerated in medicine is a lack of care or apathy. We feel physicians should exercise the same standard of care toward their accumulation of assets, property and wealth.

Written by the foremost expert in the country!

Physicians and their Advisors Will Gain a Practical Guide in the Following Subject Areas

►Asset Protection

►Estate Planning

►Income Tax Reduction

►Financial Planning

►Office Management

►Corporate Structure and Protection Structures

Learn how to protect your personal and business assets from disgruntled patients, creditors and divorce through the use of domestic and offshore planning tools.

Estate Planning - Learn how to avoid the most common estate planning mistakes that could cost your heirs $500,000 - $3,000,000 or more and learn how to avoid the 70-83% tax trap.

Income Tax Reduction - Learn how to reduce your income taxes by $25,000 - $200,000 annually while avoiding the tax avoidance shams in the marketplace.

Financial Planning - Learn how to protect the principal of your investments while still giving yourself the opportunity for upside growth if the stock market performs well.

Office Management - Learn several practical and easy to implement solutions that will help you run a more efficient and financially sound medical practice.

Add to Cart - More Details

Popular Courses Modules

image

Asset Protection Planning I

downloadable PDF Course

Asset Protection Planning Part 3 concentrates on the protection of personal residence, business acco ...

Course Details

image

Captive Insurance Companies

3 Weeks Course

Would you like to remove a dollar from your company, and even better, a tax deductable dollar and pu ...

Course Details

From our sponsors

Estate Tax Planning

Trustmakers Estate Tax planning provides advisor direction and guide information on protecting your estate.

Trustmakers Estate Tax Planning