Estate Planning Portfolio

Estate Planning Portfolios include a
Revocable Living Trust
, Financial and Healthcare and Mental Healthcare Powers of Attorney, Living Will, Pour-Over Will*, Trust instructions and one item placed into trust (usually people chose their home property).

*Last Will and Testament used to put anything outside of the Trust into the Trust upon your passing.

If you are single you can purchase a Estate Planning Portfolio from our office, here for $1,049.00.

If you are married you can purchase a Estate Planning Portfolio from our office, here for $1,599.00.

FREE ALTCS Assessment

Take our FREE ALTCS Assessment to find out if you or a loved one is potentially eligible for ALTCS now!

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FREE IOT Need Assessment

Take our FREE IOT Need Assessment to find out if you or a loved one may need an Income-Only Trust now!

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