Income-Only Trust
Other Services
ALTCS Benefit Planning
Medicare Insurance
Legal Documents
Veteran Benefit Planning
We guarantee if you need the trust this week we will fit you into our schedule.
Income-Only Trust (Basic - DIY)
Includes:
Income-Only/Miller Trust
Basic To-Do List
$300.00
Income-Only Trust (Premium - Hands On)
Includes:
Income-Only/Miller Trust
Premium To-Do List
Completed Forms for ALTCS
2 hrs. of IOT Consulting
Assistance opening IOT account
Binder
Home Visit Fee (Maricopa County)
Postage/Handling
$1,800.00
Income-Only Trust (Standard - DIY w/ Guide)
Includes:
Income-Only/Miller Trust
Standard To-Do List
Blank Forms for ALTCS
$600.00
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.
