Planning for Now and Later

Above the Grass PlanningTM and Below the Grass PlanningTM

Our Comprehensive Financial SolutionsTM Recurring Review CycleTM program includes a review of your foundational legal documents. If you do not have existing foundational legal documents, we will help facilitate a process to close this gap at your direction. During this phase, we will graphically flow chart, discuss the structuring of, and provide observations for update in coordination with an Attorney, if necessary, on the following:

Above the Grass PlanningTM

  • Durable Power of Attorney for Legal and Financial matters
  • Durable Power of Attorney for Medical and Health matters including HIPAA compliance
  • Living Will (also known as a Health Care Directive)
  • Revocable Living Trust

Below the Grass PlanningTM

  • Last Will & Testament
  • Testamentary Trusts Disclaimer Trusts
  • Martial, Credit Shelter, Family and/or Bypass Trusts
  • Qualified Terminal Interest Property Trusts (QTIP)
  • Conduit Trusts
  • Tax Sensitive Language Review
  • Irrevocable Life Insurance Trusts (ILIT)
  • Charitable Lead Trusts (CLT)
  • Charitable Remainder Annuity Trusts (CRAT)
  • Charitable Remainder Unitrust (CRUT)

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