Planning Paths™

LifePlanning™ is designed to help families and individuals with larger estates. LifePlanning™ clients typically have assets or investments of over $3,000,000, excluding their home and personal property. These families and individuals often face estate tax issues and asset protection concerns. Helping you navigate the planning options available is our primary concern.

Laureate Planning™ is designed for people with estates near or over of the current estate tax exemptions of $13,610,000 for Singles and $27,220,000 for Married Couples. These estates have troublesome tax and asset protection issues that require unique strategies.

Fundamental Foundations™ is designed to help families and individuals who have assets or investments less than $3,000,000, excluding their home and personal property. Whether the issues concern planning for minor children or just making sure that basic estate planning documents are in place, Fundamental Foundations™ will be the best option for many people.

Personalized Probate™ is designed to help families and individuals who have lost a loved one and now must deal with what can seem at times like a legal quagmire. Whether your loved one died with or without an estate plan (Will or Living Trust) in place, issues related to settling the estate must be tackled so that real and potential problems can be addressed. Our Personalized Probate™ is designed to assist the grieving family move through this process with careful attention to the legal details that can cause frustration and confusion.