Our basic estate planning package (for single or couples) includes:
- Review of all existing wills and trusts (if any)
- Wills for each spouse
- Power of attorney for each spouse
- Advanced medical directive for each spouse
- Living/revocable trust for the family
- Estimated estate taxes
- Estimated income taxes due at death
- Several specific recommendations for minimizing those taxes
- Drafting deeds to transfer your properties into the trust
- Assistance in changing beneficiaries, recommendations for how to title properties, etc.
- Unlimited (within reason) follow-up texts/emails/phone calls to discuss updates and other things related to estate planning
Estate planning, we'll make it stress-free.
Call Now (443) 340-6770
