Who We Work With?

  • Family with Assets 

  • Family with Minor Children

  • Family with kids who have special needs

  • Single People with Assets

  • Single People with No Relatives in the U.S. 

  • Lesbian/Gay/Bisexual/Transgender Families

  • The Elderly and those who care for them

  • Real Estate Investors

  • 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:

 

  • Kids Protection Plan (includes medical power of attorney for minor)

  • Revocable Trust(s) and supporting documents

  • Irrevocable Trust(s) and supporting documents

  • Pour-Over Will(s)/Simple Will(s)

  • Complex/Testamentary Trust Will(s)

  • Financial Durable Power of Attorney(s)

  • Healthcare Document Set(s): Medical Power of Attorney, Advance Health Care Directive(s), HIPAA Release(s)

  • Healthcare Document Set(s) for Adult Children: Medical Power of Attorney, Advance Health Care Directive(s), HIPAA Release(s)

  • Owner's Manual (including full-color diagram of plan and CD with  all document