ALTCS Benefit Planning
Veteran Benefit Planning
Estate Planning Portfolio
An Estate Planning Portfolio includes the following legal documents:
- Revocable Living Trust, with instructions and one item placed into trust (usually people chose their home property)
- Financial and Healthcare and Mental Healthcare Powers of Attorney,
- Living Will,
- Pour-Over Will*
*Last Will and Testament used to put anything outside of the Trust into the Trust upon your passing.
If you are single or married you can purchase an Estate Planning Portfolio to complete yourself (start with a 5 day free trial), here for $1,495.00.
Unavailable until April 2019
If you are single you can purchase an Estate Planning Portfolio from our office, here for $1,299.00.
If you are married you can purchase an Estate Planning Portfolio from our office, here for $2,199.00.
FREE ALTCS Assessment
Find out if you are potentially eligible for ALTCS.
FREE IOT Need Assessment
Find out if you may need an Income-Only Trust.