Your Plan Design is done in 4 Steps:
First, we create a new estate planning structure that includes different techniques to eliminate all future federal estate tax. We have about 15 different techniques to mix and match to determine what works best for you.
Second, together we review the initial design and approve or agree to rework the initial Plan Design
Third, in the event we do modify the original Plan Design, we then develop an updated, changed Plan Design schematic.
Fourth, we review again the now-modified Plan Design schematic for accuracy, re-calculations, and updated schematic drawings.
There is no obligation or commitment on your part to continue to the Plan Implementation module. You can proceed with us at any time to implement your Plan Design.
Here's a Sample Plan Design for you to preview:
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