Laureate Planning (Estate Value in Excess of $20 Million)

7. Presenting the Preliminary Plan

We review and confirm all aspects of the Preliminary Plan with you. We listen to you to determine whether the Preliminary Plan accomplishes your hopes and aspirations. If it does not, we will further refine the Preliminary Plan. With your understanding and approval, we proceed to the Laureate Plan Implementation of each of your legal and financial planning documents.

We generally schedule 2 hours to Present the Preliminary Plan.