Client Solutions
All protection plans include Ancillary documents:
- Pour-over Wills
- Durable Financial Power of Attorney
- Advanced Health Care Directive (Living Will)
- HIPAA Authorization
- Anatomical Gift
- Remembrance and Services Memorandum
- Personal Property Memorandum
- Certification of Trust
Individual Protection Needs
- Individual Revocable Living Trust with Common Trust for Descendants
- Individual Revocable Living Trust with Separate Trust for Descendants
- Individual Revocable Living Trust with Separate Lifetime Trust for Descendants
- Individual Revocable Living Trust with Generation-Skipping Tax Trust for Descendants
Joint Protection Needs
- Joint Revocable Living Trust with Common Trust for Descendants
- Joint Revocable Living Trust with Separate Trust for Descendants
- Joint Revocable Living Trust with Separate Lifetime Trust for Descendants
- Joint Revocable Living Trust with Generation-Skipping Tax Trust for Descendants
Special Protection Needs
- Individual and Joint Irrevocable Life Insurance Trusts (ILIT)
- Charitable Remainder Trust
- Charitable Lead Trust
- Business Succession (Buy-Sell Agreement)
Call us to discover how we can help you protect your family. (334)-440-6165
