Predictable, Flat-Fee Pricing

One fee--all inclusive.

With the flat fee, our clients receive all components of their estate plan with no "nickel and dime"-ing for postage, copies, office supplies, phone calls, etc.  It's all included!

(1)  Comprehensive Estate Planning Strategy Session

• Preparation of Clients' Preliminary Estate Plan Overview
  • Once we receive the completed Confidential Estate Planning Questionnaire, we analyze and assess our Clients' financial and family information.
  • We then develop strategies and options for developing the estate plan that meets our Clients' objectives and priorities.
  • Our strategies will focus on the Client's highest priorities, such as guardianship issues for minor children; estate tax avoidance through legal and IRS-approved estate planning methods; estate privacy concerns; estate liquidity issues; identification and designations of trusted individuals to handle the estate; protection of our Clients' assets during their lifetimes and after their deaths; or any and all of the above important factors.
• In-Office Estate Planning Strategy Session
  • The nexus of this service is the 60- to 90- minute in-office Estate Planning Strategy Session between us and our Clients.  During this strategy session, we discuss our Clients' estate planning priorities, objectives, and concerns, and we answer all questions they have about the process
  • We review and validate with our Clients their Preliminary Estate Plan Overview based on their responses in the Confidential Estate Planning Questionnaire.
  • We then present our strategies, options, and recommendations to our Clients so that they may make informed decisions about how to proceed with their estate plans
     
• Clients' Selection of Appropriate Estate Plan Package
  • Clients then select from various Estate Plan Packages for us to implement.  Our Clients have complete control over the type of Estate Plan Package they would like to implement based on their planning objectives and personal budget.

(2)  Complete Estate Plan Package

• Last Will and Testament
  • For an individual, there will be one Last Will and Testament; for a couple, we prepare one for each person.  In a Trust-based estate plan, the Last Will and Testament typically is a Pour-Over Will, where any non-Trust assets "pour over" into the Trust upon death
• Revocable Living Trust
  • A Revocable Living Trust is applicable only for Trust-based estate plans.  For an individual, there will be one Revocable Living Trust; for a couple, we prepare one for each person.
• Assistance with the Legal Transfer of Assets into the Revocable Living Trust
  • This step is applicable only for Trust-based estate plans.  One of the biggest problems with a Revocable Living Trust is that the attorney prepares the Trust document but the assets are never titled to the Trust, rendering the Trust ineffective.  We will work with you to ensure that your assets are titled to the Trust.
• Durable General Power of Attorney
  • For an individual, there will be one Durable General Power of Attorney; for couples, we prepare one for each person.  We prepare the Durable General Power of Attorney in compliance with recent (2010) Maryland legislation that does not give financial institutions in Maryland the latitude to reject the power of attorney.  Without this compliant power of attorney, financial institutions in Maryland have greater authority to reject the power of attorney.
• Advance Health Care Directive
  • For an individual, there will be one Advance Health Care Directive; for a couple, we prepare one for each person.  An Advance Health Care Directive is a letter of instructions to your health care providers describing your wishes for your health care treatment. If you are incapacitated and cannot communicate your wishes directly, the health care directive operates as the written instructions of your wishes.  The importance of this document is to make sure that your family and health care providers know your wishes instead of having to guess or having to make heart-wrenching decisions without being informed.
• HIPAA Authorization
  • We prepare as many HIPAA Authorizations as our Clients wish.  The Health Insurance Portability and Accountability Act of 1996 (HIPAA) generally prohibits medical professionals from discussing medical conditions and issues with individuals unless they have been authorized to receive the information from the patient.  A HIPAA Authorization directs the medical professionals to share your medical and treatment information with the persons identified in the HIPAA Authorization and to the extent you describe in the HIPAA Authorization.
• Tax Shelter Trust
  • A Tax Shelter Trust is available under law only for married couples.  Its purpose is to transfer assets in a manner to utilize the tax laws' (Federal and Maryland) exemption amounts to pass assets below the exemption thresholds to beneficiaries free of estate taxes.

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