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15 Call
Legacy Planning
LEGACY PLANNING SESSION WITH CARINA
We will go over exactly what would happen to you and your family today if something happened to you, and then you will know exactly how to plan around anything that does not sit well about the default plan for your family and your assets. You will submit your family details in advance so that we can hit the ground running at this meeting to answer all of your questions and begin designing your personalized estate plan.
Note: We require a credit card to hold your appointment slot. Nothing will be charged except in cases of last-minute cancellations or no-shows.
Estate Planning
Asset Protection
EXISTING ESTATE PLAN REVIEW & CHECKUP
It’s time to review your existing estate plan! Together, we will give your existing plan it a 50 Point Checkup to see if it will protect everyone you love and everything you’ve built in the way that you want. We’ll identify if you are missing any essential pieces of a complete estate plan that keeps your family out of court and out of conflict. We’ll do a deep dive into provisions of your Last Will and Testament, Trust, Power of Attorney, Health Care Directives, and the parts of your estate plan dedicated to protecting your kids. Note: payment of $350 is required at the time of booking.
ASSET PROTECTION SESSION
How much asset protection do you really need? Together, we will assist you in determining the appropriate level of asset protection planning for their particular circumstances. We will consider insurance, prenuptial agreements, asset segregation, choice of jurisdiction, gifting, LLCs, partnerships, corporations, land trusts, and asset protection trusts. Note: payment of $350 is required at the time of booking.
Biz Planning & Probate
BUSINESS PLANNING SESSION
You want to protect your growing business and keep it out of court and out of conflict, you are ready to take the first steps to get a plan in place to protect everything you are building. During your Business Planning Session, we will guide you to gently look at what would happen to your business and your assets if something were to happen help you begin the process of getting your legal, insurance, financial, and tax life in order. Note: payment of $350 is required at the time of booking.
PROBATE STRATEGY SESSION
If you have questions about the probate process after the passing of a loved one, please contact us and we will help determine your next best steps. We’ll help you determine if probate is needed, what kind of probate is needed, and give you a specific strategy for how to exit the probate process you’re your loved one’s estate. You will be rewarded with a compassionate advisor who will help you navigate the probate process with minimum headache and hassle. Note: payment of $350 is required at the time of booking.
SSD
SOCIAL SECURITY DISABILITY SESSION
If you have a question about Social Security disability, our team is here to help. We want to answer your questions! Tell us about your claim and we will analyze your case, help you figure out your options, and then guide you through the process. You don’t have to do this alone.
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