
Legacy Planner
Trust-Based Estate Plan

Legacy Planner Trust-Based Estate Plan
This estate plan is designed for individuals who want to preserve their legacy and proactively protect their hard-earned assets from the rising costs of nursing home care. Tailored for those planning ahead, it offers enhanced asset protection, shielding wealth from creditors and nursing home expenses while providing tax advantages to loved ones who will inherit. This package is ideal for legacy planners who value the peace of mind that comes with knowing their assets are safeguarded for the future, ensuring they remain a meaningful gift to the next generation.
What's Included?
-
Basic Last Will and Testament w/ two testamentary trusts
-
Personal Property Memorandum
-
Medicaid Planning Compliant Financial Power of Attorney
-
Advanced Health Care Directive
-
HIPPA
-
Medicaid Asset Protection Trust ("MAPT")
-
Certificate of Trust
-
Basic Trustee Instructions
-
Information for Tax Professionals
-
Personalized Estate Planning Portfolio
-
Free Access to Client Portal
-
Notary fees are always included
Three Design Sessions
Personalized Estate Planning Binder
Client Portal
Access
Notary Fees are Included
