FAMILY PROTECTION TRUST

Our most popular trust planning package is a $7,800 value through our traditional planning process, the online Texas Protection Trust package includes all of the documents and services of the Basic Revocable Trust package, plus important additional protections for you and your loved ones. Want a state-of-art Trust plan without the premium price? This is the real deal.

The Family Protection Trust includes:

• Greatly enhanced Trust provisions, including:

  • Disability Panel for your protection

  • Disability Instructions for you (and your spouse, if you are married)

  • Built-in trusts for children and grandchildren with flexible provisions regarding future access to each beneficiary’s legacy from you

  • Personal Protection Trusts, our proprietary provisions to protect your children and grandchildren from:

    • losing their inheritance to divorce, bankruptcy, lawsuits, disability, or other potential risks of life none of us can control, and

    • paying higher income taxes on Trust income

  • Protections for one spouse’s share of assets in the event a surviving spouse remarries

  • Flexibility to protect beneficiaries during disability with Special Needs Trust

  • Trust Protector and other options designed to ensure your rules are carried out by people you trust

• Enhanced Funding Tools (including sample letters, beneficiary designations)

Price is for Individual Client. Couples price is $3,495.00.