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Estate Plan of the Jones Family

Case Conclusion Date: 02.06.2008

Practice Area: Trusts

Outcome: Typical Family client receives Peace of Mind

Description: In this matter, we provided this family with a married joint revocable living trust, living will, pour over wills, health care documents secued with DocuBank. The trust had tax planning built into it, in the form of A/B planning ( credit shelter trust). This planning reduced the taxable exposure of this family by 50%, gave the surviving spouse asset protection, and enabled the family to avoid guardianships and probate when the parents became disabled and later died. Overall, this middle class family, saved over $350,000 with our planning and guidance. To learn how we can help your family, attend one of our frequent seminars; just call our office to secure your reservation.

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