
Who We Work With?
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Family with Assets
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Family with Minor Children
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Family with kids who have special needs
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Single People with Assets
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Single People with No Relatives in the U.S.
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Lesbian/Gay/Bisexual/Transgender Families
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The Elderly and those who care for them
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Real Estate Investors
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Business Owners
Why Do You Need “Family Wealth Plan”?
Family wealth plan determines who will receive your assets (beneficiary) and manage your estate when you die (executor). Estate planning is a general concept, and it includes forming legal documents:
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Kids Protection Plan (includes medical power of attorney for minor)
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Revocable Trust(s) and supporting documents
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Irrevocable Trust(s) and supporting documents
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Pour-Over Will(s)/Simple Will(s)
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Complex/Testamentary Trust Will(s)
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Financial Durable Power of Attorney(s)
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Healthcare Document Set(s): Medical Power of Attorney, Advance Health Care Directive(s), HIPAA Release(s)
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Healthcare Document Set(s) for Adult Children: Medical Power of Attorney, Advance Health Care Directive(s), HIPAA Release(s)
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Owner's Manual (including full-color diagram of plan and CD with all document