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Estate & Asset Protection Planning
Essential Planning (Estate Value up to $2 Million)
1. Introductory Visit
2. Gathering the Estate
3. Foundation Planning Visit
4. Foundation Plan Implementation
5. Confirmation
6. Formal Updating & Maintenance
Integrated Planning (Estate Value from $2 Million to $20 Million)
1. Introductory Visit
2. Gathering the Estate
3. Foundation & Integrated Planning Visit (Half-Day Retreat)
4. Foundation Plan Implementation
5. Analyzing & Testing
6. Building the Integrated Plan
7. Presenting the Preliminary Plan
8. Presenting the Final Plan
9. Integrated Plan Implementation
10. Confirmation
11. Formal Updating & Maintenance
Laureate Planning (Estate in Excess of $20 Million)
1. Introductory Visit
2. Gathering the Estate
3. Professional Evaluation
4. Laureate Planning Visit (Full-Day Retreat)
5. Analyzing & Testing
6. Building the Laureate Plan
7. Presenting the Preliminary Plan
8. Presenting the Final Plan
9. Laureate Plan Implementation
10. Confirmation
11. Formal Updating & Maintenance
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