Integrated Planning (Estate Value from $2 Million to $20 Million)

8. Presenting the Final Plan

If there was a need to modify the Preliminary Plan, we would prepare a Final Plan that reflects those changes. We review and confirm all aspects of the Final Plan with you. With your understanding and approval, we proceed to the Integrated Plan Implementation of each of your legal and financial planning documents.

We generally schedule 2 hours to Present the Final Plan.