Jun 17, 2019 | 2019, CLDP, Consulting, Deeds, Estate Planning, Prevent Probate, Trust
In doing research for a client I came across these pieces of valuable information for couples with an AB Trust. What is an AB Trust? An AB Trust is one in which a family trust is divided at the first death into two trusts (the by-pass or credit shelter trust and the...
May 22, 2019 | 2019, Advanced Directives, CLDP, Deeds, Estate Planning, Health Care Directives, Health insurance, Income-Only Trust / Miller Trust, Legal document preparation, Medicare Insurance, Medicare Savings Plan, Power of Attorney, Trust
Did you know that … We also help with … – Insurance Services (no cost to you; compensated by companies) Medicare-related (Medicare Advantage, Medicare Supplement, Prescription Drug Plans, Special Needs Plans, Medicare/Medicaid (Dual) plans Property &...
Nov 19, 2014 | Legal document preparation
Here’s a list of all of the documents prepared by the firm’s CLDP, Carol Aragon-Montgomery, along with the current fees charged for each document. Legal Documents Fee Schedule.2014