 The complete estate planning system for Arizona
residents wanting maximum protection for their hard earned
estate assets. The system was professionally designed and
refined over a 20 year time period (so far) to help provide
the greatest chance of having your estate planning wishes
fulfilled exactly as you planned them.
By purchasing the complete planning system
from Financial Strategies, Inc., you will increase the odds
that what "you say" will be "what is done" after your
death. And, at the lowest estate administration
costs possible and lowest time delays humanly possible.
This Complete Portfolio
Includes:
Initial consulting for information to draft a comprehensive
Revocable A/B (Convertible) Living Trust Portfolio -- our New ATC 2010+ edition. This
complete trust portfolio is for a married couple who have
up to $ 7,000,000 in assets, and all single clients. (under
current laws as of 6/21/10)
Note: Changes may be
imminent in federal estate tax law.
Starting in January 1, 2010, current law exempts all
estates from estate taxation, but sunsets back to $1,000,000 starting in 2011.
In this example, we assume the freezing of 2009 values for
exemption will become new law as proposed under certain
pending proposals. (but can not know for sure at this time)
Also, included are these
important legal documents or documentation in our "Legacy
Trust" Portfolio:
Abstract (Certificate of Trust), Schedule "A" of
Trust Assets, Trust Asset Update Sheets, Asset Transfer
Documents including Deeds and Assignments, Pour-over Will,
Living Will w/Medical Directives, Durable Health Care Power
of Attorney, Mental Health Care Power of Attorney, Durable
General Power of Attorney, Anatomical Gift Election, Autopsy
Election, Tangible Personal Property Lists, Financial
Planning Letters, Review Letter, two types of Transfer Forms
(both asset and beneficial), service/amendment forms and a
Personal "Legacy" statement.
Also,
we provide additional language for large IRA owners,
including IRA Sub-Trust options as well as interstate and
international jurisdiction language so that your trust and
other documents are ready for your travels wherever you go!
In 2010, we also write custom language to protect against
unknown estate tax law changes.
Additionally, we provide a full set of instructions that
include a checklist for settling the estate, when that time
comes. As a little benefit to show our appreciation, we also
give you a
free
gift of Trust "Letterhead" stationary, a set
of designer pens and two (2) plastic I.D. cards (Billfold
Size).
We continue to offer free photo corrections and inserts to
personalize your new estate documents. Just send any digital pictures
by e-mail attachment to:
service@webfsi.com.
Along
with your Legacy Trust, the package also includes the
recording fees for one (1) ARIZONA real estate property
transfer. Additional "IN--STATE" properties are billed at
$45 each. All forms and instructions are provided so that
the completed documents are ready for signing when you
receive them!
Lastly, we give you an additional binder called
"Estate Documents Portfolio for Estate
Planning",
which is for
"copies"
of all
of your investment and personal papers. The Trust Portfolio
refers to this book, and where your "original" documents are
located.
Portfolio Ordering
Information
Cost of the complete Legacy
Trust Portfolio Estate Planning System
Cost of Legacy Trust (Complete Portfolio
System)
Single Trust Portfolio: $
995.00 *
Marital Trust Portfolio (A
Trust) 1,095.00 *
Marital Trust Portfolio
(A/B Trust) 1,195.00 *
Marital Trust Portfolio
(A/B/C Trust) 1,349.00 **
* Up to
TEN (10) hours consulting time is included in this package.
Additional time needed is billed at our regular billing
rate. (2010 FSI billing rate is 150/hr) Most don't incur
additional charges
Note:
Pricing and billing rate is
automatically reduced 10% if
you pay online!
** Starting price only. In most cases, asset
count and property owned will dictate actual pricing, if
higher. Call us for a quote.
Note: If you currently have a living
trust, please
CLICK HERE to review our
low cost update services.
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We
proudly present this new profile page to
help you learn more about the individual documents contained in our
popular Legacy Trust Portfolio.
The modern Arizona Living Will
contained in our Trust Portfolios protects against the
situation of becoming terminally ill, or maybe even worse --
incurring significant mental incapacity in an otherwise
healthy body.
