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Strategic Estate Planning
- Personalized service with Meg Elizabeth Goblet so that all questions are answered and help is provided with no additional cost
- A Revocable Living Trust Agreement that eliminates probate and the need for conservatorship proceedings in regard to all assets transferred into the trust. This trust directs the disposition of your assets to your chosen beneficiaries.
- For married couples who want to minimize estate tax or provide asset protection to each other.
- Wills that ensure that all property is transferred to the chosen beneficiaries, even if an asset is not transferred to your living trust during lifetime.
- Comprehensive Attorney-drafted Durable Powers of attorney that allow your spouse or another trusted person to sign documents and handle financial matters for you. This document is particularly helpful if mental disability prevents you from managing your own affairs.
- Advance health care directives, which give directions to physicians and family members regarding continuation of life support systems and other medical treatment preferences.
- Thoughtful incapacity planning to ensure that you are protected in the event you become unable to manage your affairs for a period of time (incapacity is a major risk for everyone, regardless of age).
- A deed transferring your home into your revocable living trust
- Letters to people who care about your child with special needs advising them of the creation of your child’s Special Needs Trust and how to avoid inadvertently harming the child in their own estate plan.
- You will receive the ORIGINALS and copies of all documents you sign. You will be in control of storing them. We will maintain a copy of all your documents.
- A booklet for you to complete describing where all your important documents are maintained.
- A free appointment to assist you in completing all the forms necessary to fully fund your trust.
- Automatic enrollment in the Trust Protector Program.
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