FOR CLIENTS (SINGLE OR MARRIED COUPLE) WHO desire to transfer assets OUTRIGHT, free of trust after death, to chosen beneficiaries.

YOUR LEVEL ONE PLAN creates a living trust plan that avoids the nightmare, expense, delay and public proceedings of probate and that names guardians for your minor children. Also includes some basic level tax planning.

Optional: includes FREE Firearms Legacy Trust (Silver Edition GunDocx gun trust) for holding Title II weapons pursuant to National Firearms Act, as well as Non-NFA firearms.

Optional: IRA Inheritance Trust available for only $2500 (normally $3000).

FOR CLIENTS (SINGLE OR MARRIED COUPLE) WHO want smooth transition of their financial assets and the naming of guardians for their children, but also want to provide lifelong asset protection from lawsuits and divorces for the surviving spouse and/or children or other beneficiaries.

YOUR LEVEL TWO PLAN provides everything in the Level One Plan and also provides more sophisticated tax planning plus a degree of lifelong asset protection for your surviving spouse and/or your children (unless you opt for outright transfers, which do not provide any asset protection). You may also choose to provide an education and support trust for your minor children, grandchildren and other beneficiaries.

Optional: includes FREE Firearms Legacy Trust (Gold Edition GunDocx gun trust) for holding Title II weapons pursuant to National Firearms Act, as well as Non-NFA firearms.

Optional: IRA Inheritance Trust available for only $2500 (normally $3000).

FOR CLIENTS (SINGLE OR MARRIED COUPLE) WHO want to go beyond Level One and Two and build an estate plan based on in-depth attorney counseling that identifies family needs, goals and financial risks and results in custom solutions to maximize tax savings and protect assets from lawsuits, divorces and future estate taxes for generations by using multi-generational (“dynasty”) trusts, gifting or charitable planning.

YOUR LEVEL THREE PLAN includes all the guardianship and inheritance protections of Level One and Two, yet goes far beyond those levels. You will develop specific, extensive and detailed directives for the stewardship and distribution of your financial assets and family values. You may establish a complex distribution plan and may eliminate estate tax on and protect assets for generations through special tax and gifting provisions.

Optional: includes FREE Firearms Legacy Trust (Gold Edition GunDocx gun trust) for holding Title II weapons pursuant to National Firearms Act, as well as Non-NFA firearms.

Optional: IRA Inheritance Trust available for only $2500 (normally $3000).