Personal Protection Services
Annual Advisory Package
- On Call Advice & Representation for 1 year
- Annual Asset Protection Review ($200 Value)
- Annual Estate Plan Review ($200 Value)
- Annual Tax Review ($200 Value)
- Legal Binder
Estate Plan Review
- Will & Trust Amendments
- Update Assets
- Update Beneficiaries
- Update Fiduciaries
- Updates to changes in the Law
- Recommendations
Asset Protection Review
- Asset Review
- Risk Analysis
- Review Titles & Deeds
- Review Insurance Policies
- Assess Loans & Liabilities
- Asset Protection Recommendations