OUR PORTFOLIO

Your estate Docu-Plan will include:

REVOCABLE LIVING TRUST

  • One document set for both spouses

  • Retain privacy

  • Keep control over asset transfers

  • Avoid probate and costly administrative fees

Last Will & Testament

Directs any assets that are in your name when you die to be transferred to your Trust

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Identify your choice of guardian for any beneficiary, if necessary

Durable Powers of Attorney

Selected person to make financial decisions for you if you are unable

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Selected person to make medical decisions for you if you are incapacitated

Client Records Safely Stored

Your full set of documents are given to you, plus they are stored on our cyber secure servers at DocuBank

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The first 30 days you can update your document at any time for FREE

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Small fee in succeeding years through our client services group

Favorable Nevada/ South Dakota Trust Laws

Nation′s best trust laws, tax domain, and courts

Asset

Funding

Used to transfer your assets to your Trust

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Ledger is electronically filled out

INCLUDED ADDENDUMS

Consideration needs to be given to your children from a previous marriage

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Protect them from inadvertently being disinherited by spouse at time of death

PREVIOUS
MARRIAGE

Distributed directly to “blood line” beneficiaries

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Paid annually to beneficiary

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Identify the specific age the beneficiary would begin receiving assets

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Hold assets in Trust for beneficiary, which protects assets from creditors, divorce, etc.

ASSET
DISTRIBUTION

Specify unequal share of the assets to each beneficiary or if a non-monetary asset needs to be given to a specific beneficiary

UNEQUAL
DISTRIBUTION

Specify your donation to your charity to be done before beneficiary distributions

CHARITABLE
TERMS

By having your IRA assets “flow through” your Trust, it assures the IRA proceeds and tax-free growth transfers to your beneficiaries

IRA
"STRETCH"

ADDITIONAL FEATURES & SUB-TRUSTS

The settlor/creator would transfer assets to the trustee of a trust to which he – as well as any other beneficiary of the trust – is recognized as a “permitted beneficiary”. That arrangement provides a significant dimension of asset protection for not just the (other) beneficiaries of the trust but also for the asset-owner settlor during his lifetime.

ASSET
PROTECTION
TRUST

70% of those 65 and older will be in a senior care facility

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Protection for assets from a ‘spend down’ to qualify for Medicaid payments for a long stay at a nursing home

MEDICAID
TRUST

Appoint a Pet Caretaker

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Funding for care and maintenance

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Guidelines on Pet Care

PET
TRUST

To appoint a future guardian to carry out parental wishes for their children

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To protect their SDI payments from revocation

SPECIAL NEEDS TRUST

If you already have a Revocable Living Trust, you can ‘re-state’ your Trust

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Update everything to account for current objectives

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Keep your original Trust date

UPDATE
TRUST