Basic Estate Plan | Taxable Estate Plan | |
---|---|---|
$1150/couple | $650/individual | $1150/couple | $650/individual | |
Overview | With a Basic Estate Plan, you can rest easy knowing that your wishes will be honored after you pass, and that during your life there is someone who can handle your affairs should you be unable. | If your estate is potentially subject to estate tax, an estate plan can save your heirs thousands or millions in taxes. More planning may be necessary depending on the complexity of your estate |
Last Will | ✔ | ✔ |
Power of Attorney | ✔ | ✔ |
Medical Derective | ✔ | ✔ |
Trust Provisions | ✔ |