Planning Profiles
Every family has unique needs and goals. Explore our planning profiles to find the right estate planning approach for your situation.
Estate Transfer Profile
Efficient transfer of assets to beneficiaries with minimal administrative burden.
Recommended for:
- Individuals seeking to avoid probate
- Those wanting privacy in asset transfers
- People with property in multiple states
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Asset Protection Profile
Shields assets from potential creditors and lawsuits.
Recommended for:
- Professionals at high risk for lawsuits (doctors, lawyers, etc.)
- Business owners with liability concerns
- High net worth individuals
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Tax-Focused Profile
Minimizes estate, gift, and generation-skipping transfer taxes.
Recommended for:
- High net worth individuals with taxable estates
- Married couples wanting to maximize combined exemptions
- Those with non-US citizen spouses requiring special planning
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Contingent Special Needs Planning
Provisions for beneficiaries who may develop special needs in the future.
Recommended for:
- Parents concerned about future disabilities of children
- Those with family history of certain conditions
- Individuals wanting comprehensive contingency planning
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Spousal Protection Planning
Protects spousal interests while preserving assets for ultimate beneficiaries.
Recommended for:
- Blended families with children from previous marriages
- Those concerned about potential remarriage of surviving spouse
- Individuals wanting to ensure spousal care while preserving inheritance
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Business Succession Plan
Ensuring smooth transition of business ownership.
Recommended for:
- Business owners planning for retirement
- Family businesses transitioning to the next generation
- Partners in professional practices or closely-held businesses
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Special Needs Planning
Specialized planning for loved ones with disabilities.
Recommended for:
- Parents of children with disabilities (of any age)
- Families caring for adults with special needs
- Grandparents wanting to provide for grandchildren with disabilities
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Medicaid Planning
Protecting assets while qualifying for long-term care benefits.
Recommended for:
- Seniors concerned about future long-term care costs
- Individuals with current or anticipated long-term care needs
- Spouses of those requiring nursing home care
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