Comprehensive Estate Planning Solutions

Revocable Living Trusts

        

Special Estate Preservation Vehicles

              

Complete service from establishment of trust


Settlement of trust

Reasons to Do Estate Planning

  1. Designate who will manage your affairs if you become disabled,
    and when you pass away.

  1. Plan for Medicaid and its impact on your estate if you must go
    into a nursing home.

  1. Avoid guardianship/ conservatorship, during your lifetime and
    probate when you pass away.

  1. Protect children from a prior marriage if you pass away first.

  1. Protect assets inherited by your heirs from lawsuits, divorces
    and other claims.

  2. Impose discipline upon children (and/or grandchildren) who may not
    be capable or experienced in managing money.

  1. Provide for special needs children and grandchildren.

  2. Insure that a specific portion of your estate actually gets to
    grandchildren, charities, etc.

  3. Protect a portion of your estate if you pass away first and your
    surviving spouse remarries.

  4. Address different needs of different children.

  5. Prevent or discourage challenges to your estate plan.

  6. Reward/encourage heirs who make smart life decisions, and
    prevent the depletion of your estate by those who do not make smart choices.

  1. Assure an education for children/grandchildren, despite what
    they (or their parents) dream of doing with the inheritance.

  2. “Brady-Bunch” family estate planning: assure the step-parent
    doesn’t spend your children’s inheritance and/or provide for a spouse by
    sacrificing the intended legacy for children of a prior marriage

  1. Pursue charitable goals you may not otherwise feel you can
    afford. Considerably cutting probate expenses allows you to also leave a legacy
    to a charitable organization you admire

ABOUT YOUR ADVISOR

There'sa "T" Burt

Documents that stand out from the crowd!

WHAT MAKES OUR DOCUMENTS UNIQUE

Your Trust documents come in a hard bound three ring binder. With plain English summary's for heirs. We can help with Estate settlement after death.

SERVICES OFFERED

Educate you and loved ones

Share detailed brochures

Share detailed brochures

Advanced Estate concepts

In-person or virtual

Assist in education and execution of Trust documents

Educate on Trust concepts

Educate on what Trust funding is

Assist with Trust funding

Assist with your meeting with Attorney

ARE YOU READY TO PLAN YOUR ESTATE?

We educate you on the concepts of a well written Living Trust

Assist you on your journey

and coordinate with an attorney

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Timezone

Available Starting times for Mon, Dec 23, 2024

Frequently Asked Question

What I do?

Educate you as the client on Estate Planning Concepts.

Coordinate with the attorney

And assist in signing and funding of your documents

Will I travel to you?

Of Course. I will be coming to you from Green River, Wy. Just tell me where i am going!

What will this cost me?

Every client is different, it will be based off distance traveled, and time involved in funding of Trust.

E-Mail

Email: tburt0824@gmail.com

Get In Touch

Assistance Hours

Mon – Sun 8:00am – 8:00pm

Phone Number:

307-749-8001

Green River, WY 82935, USA

Call (307) 749-8001

Email: tburt0824@gmail.com

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