Case Conclusion Date:February 6, 2008
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.