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Our Pricing
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Click an area on the wheel to get more information and pricing
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Asset Protection
Fee Schedule
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The Planning Levels
Fee Schedule
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The Planning Levels
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Level One Planning is for the family concerned about transferring its assets after death and which wants to ensure that the appropriate people will care for loved ones and beneficiaries. If you choose, we will coordinate your assets with your estate plan.
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Your Estate Plan...
Includes wills, powers of attorney and health care directives, plus, if desired or appropriate, a Revocable Living Trust and related documents. Your family can avoid the nightmare, expense, delay and public proceeding of probate when transferring your assets to your beneficiaries. Should you become incapacitated, your affairs can be privately managed by people you choose.
$1,500-$4,500
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Level Two Planning incorporates all aspects of Level One Planning plus provides the additional protections of naming guardians for minor children and inheritance or special needs planning for the wealth your beneficiaries will receive.
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Your Family Plan...
Provides everything included in Level One Planning plus lifetime asset protection for your surviving spouse and beneficiaries. A carefully drafted statement of your family’s most important values will help guide your beneficiaries and executors. Your beneficiaries with special needs will be protected to ensure continued access to needed services. Your children’s inheritances will be protected from divorce and lawsuits.
$3,500-$7,500
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Level Three Planning includes all the benefits of LevelTwo Planning and, in addition, is designed to maximize your family’s financial legacy to grandchildren and future generations.
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Your Legacy Plan...
Includes all the guardianship and inheritance protections in Levels One and Two, yet goes far beyond those levels. You will develop specific, extensive and detailed directives for distribution and stewardship of your financial assets and family values. These directives will govern the dramatically larger inheritance your family will receive through generation-skipping-transfer tax planning. At the Legacy level, charitable planning provides a philanthropic inheritance to your family. Lifetime gifts to children are leveraged into asset-protected legal safety nets.
$7,000 and up
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Asset Protection
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Primary Plan: Primary Planning is for individuals and families who want to guard against the ability of predators to look into their private affairs. Your Asset Protection Plan will result in the creation of legal entities and trusts that will work to ensure anonymity for you and your holdings. We anticipate that you will want to maintain current professional relationships with your legal, tax and financial advisors and will work toward that end. All of the Asset Protection Plans are tax compliant with United States tax laws and we work with your advisors to ensure that they understand how to properly report your transactions.
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Your Asset Protection Primary Plan includes creating a new or conforming your existing Revocable Living Trust to fit into your plan. We will work with you to segregate “business” from “investment” assets, possibly resulting in the creation of separate legal entities to minimize risk of loss. An important element of the Primary Plan is to ensure that you understand and fund assets into the correct legal entities once created.
$3,500 - $6,500
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Enhanced Plan: Enhanced Planning is especially important for those who might be at a higher risk from lawsuit attacks. Professionals, such as doctors, lawyers and accountants may find themselves in a defendant’s chair, worried about their errors and omissions coverage. Business owners may face lawsuits from an employee, vendor or customer. Officers and Directors of publicly traded companies worry about an audit committee missing fraud, resulting in personal liability.
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Your Asset Protection Enhanced Plan includes everything that the Primary Plan offers plus an emphasis on jurisdictional solutions to these problems. Certain laws may work to your advantage when creating legal entities for your various assets, keeping them secure and private. Jurisdictional solutions may involve the use of domestic or offshore legal entities. A comprehensive review of legal, tax and privacy issues will be addressed, analyzed and a plan implemented consistent with your personal goals in mind.
$5,000 - $12,000
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Level Three
ADVANCED PLAN
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Advanced Plan: Advanced Planning is most appropriate for high net worth individuals who may be the target of prying eyes and predators seeking to cash in on the quick strike. Your Asset Protection Plan considers the advantages of placing assets outside of the reach of the United States databases and Court Systems. If appropriate, your Asset Protection Advanced Plan will utilize managers and trustees of highly respected international financial, trust and management institutions. As with the Primary and Enhanced Plans, we will continue to assist you in maintaining relationships with your current advisors.
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Your Asset Protection Advanced Plan includes everything mentioned in the Primary Plan and Enhanced Plan plus a review of global investment, trust and management opportunities. Domestic and Offshore Privacy Trusts are discussed and implemented where advisable. Inheritor’s Trusts, Family Opportunity Trusts and other vehicles designed with income, estate and gift tax planning are used to foster not only wealth preservation, but wealth creation for entrepreneurial families.
$12,000 and up
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