In conjunction with retirement planning, provisions need to be made for the transfer of an estate to the next generation. Circumstances including total net worth, insurance, qualified and non-qualified investments are analyzed to prepare a plan best suited to the individuals needs and desires for that transfer. Wills, trusts, and various other aspects of estate planning are discussed and analyzed. This service is of most value to retirees and should be used in conjunction with retirement planning; however, could be of value to any individual at any age with an above average net worth.

Initial Meeting No Charge

Subsequent Office Visits $ 25.00

Formulating an Estate Plan $100.00 per hour*

*any commissions earned from implementation of the plan will be credited toward fees.