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
Designate who will manage your affairs if you become disabled,
and when you pass away.
Plan for Medicaid and its impact on your estate if you must go
into a nursing home.
Avoid guardianship/ conservatorship, during your lifetime and
probate when you pass away.
Protect children from a prior marriage if you pass away first.
Protect assets inherited by your heirs from lawsuits, divorces
and other claims.
Impose discipline upon children (and/or grandchildren) who may not
be capable or experienced in managing money.
Provide for special needs children and grandchildren.
Insure that a specific portion of your estate actually gets to
grandchildren, charities, etc.
Protect a portion of your estate if you pass away first and your
surviving spouse remarries.
Address different needs of different children.
Prevent or discourage challenges to your estate plan.
Reward/encourage heirs who make smart life decisions, and
prevent the depletion of your estate by those who do not make smart choices.
Assure an education for children/grandchildren, despite what
they (or their parents) dream of doing with the inheritance.
“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
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
Frequently Asked Question
Educate you as the client on Estate Planning Concepts.
Coordinate with the attorney
And assist in signing and funding of your documents
Of Course. I will be coming to you from Green River, Wy. Just tell me where i am going!
Every client is different, it will be based off distance traveled, and time involved in funding of Trust.