"Trust" Me Plan Premier Includes...
Everything from the "Trust" Me Plan
Get everything from the "Trust" Me Plan. Everything means - Trusts that will protect your wealth and values, privacy from the public eye, Kids Special Protection Plan, Healthcare Directives, and Powers of Attorney.
Let us Handle the Minutiae
An important part of establishing a Trust is funding it. Funding a Trust gives the Trust the means to carry out your wishes. As part of this Plan, we prepare everything to transfer title(s) to your assets into your Trust. It's no wonder that this is a client-favorite!
Family Wealth Inventory
We prepare a Family Wealth Inventory (including bank, insurance, and retirement accounts) to give you a comprehensive view of all your assets and their respective titles. This allows us to easily make beneficiary changes when you wish and allows you to have a financial panorama of your wealth.