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This package includes all of the benefits of the Essentials Package and the Enhanced Revocable Trust Package, and adds the following asset protection and tax planning features:
Irrevocable Asset Protection Trust
Certification of Asset Protection Trust
Selection of assets to be held in irrevocable trust
Lifetime review program
Requires purchase of the Essential Package.
Price is for Individual Client.
Price for couple is $8,000.00.
This package includes all of the benefits of the Essentials Package and the Enhanced Revocable Trust Package, and adds the following asset protection and tax planning features:
Irrevocable Asset Protection Trust
Certification of Asset Protection Trust
Selection of assets to be held in irrevocable trust
Lifetime review program
Requires purchase of the Essential Package.
Price is for Individual Client.
Price for couple is $8,000.00.