1. ESTATE PLANNING CONSULTATION:
$275/hr. pro-rated if the session runs less than 1 hr. There is
NO CONSULTATION FEE if the client engages us to ANY of the plans
listed below.
2. SIMPLE WILL:
Outright distribution with no trust or guardianship
clauses (normal distribution). Contains NJ suggested provisions of the
"Prudent Investors Act".
$210 ea. (Normal Distribution)
3. WILL WITH TESTAMENTARY TRUST:
Document containing trust and/or guardianship provisions for minor
beneficiaries until they reach a certain age. (normal distribution).
Contains NJ suggested provisions of the "Prudent Investors Act."
$235 ea. (Normal Distribution)
4. MARITAL DEDUCTION WILL:
For married couples whose combined estate exceeds $675,000. This Will
contains tax-planning provisions to minimize a couple's exposure to
the NJ and Federal death taxes. $1,150 ea.
5. LIVING WILL: An
instrument containing a 48-item checklist detailing a person's wishes
concerning artificial life support and forced feeding. $135 ea.
6.
HEALTH CARE DIRECTIVE: A
document designating a spokesperson to make medical decisions for you
if you are unable or unwilling to act. It also gives someone power,
under the federal HIPAA act, to receive confidential or private
medical information on your behalf. $160 ea.
7. GENERAL DURABLE POWER OF ATTORNEY:
An instrument designating a person to make legal or financial
decisions for you if you are unable or unwilling to act. This 32-page
document also permits your spokesperson to protect your assets, from a
long-term illness, under the provisions of the Medicaid code. $335
ea.
8. SPECIAL NEEDS TRUST: A
document which allows your loved one to enjoy the use and benefits of
an inheritance without disqualifying them for government subsidies.
$275 ea.
9. COMPREHENSIVE ESTATE PLANNING PORTFOLIO: A
compendium of all of the above-instruments, where applicable, plus a
Revocable Living Trust.
This plan includes:
a) A Revocable
Living Trust
b) Pour Over
Will
c) General
Durable Power of Attorney
d) Living Will
e) Healthcare
Directive
f) Checklist to
Guide The Family During Disability
g) Checklist to
Settle Your Loved One's Estate,
Upon Their Death, Acting as
Your Own Attorney (Attorney Pro Se).
h) An Attorney
Organized Directory of Your Assets
i) Inventory
Checklist for Making Specific Gifts
j) Anatomical
Gift Forms
Price:
$2,700 married couples - $2,200 single (real estate property
recording fees extra)
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