Estate Planning |Financial ServicesCryptocurrency

We educate and inform about the intricacies of estate planning be it businesses or individuals on a large or small scale

Estate Planning is the creation of a defined, specific, personalized and legal plan for managing your assets while you are alive and distributing those assets after death to your loved ones.  A sound estate plan includes provisions to keep assets and health care decisions within the control of your responsible family members should you become mentally or physically incapacitated.  The plan should also avoid probate at death and protect assets should you become disabled and need long-term nursing care either at home or in a skilled nursing facility. 

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    • An estate plan is an assortment of legal documents created to help you accomplish specific goals.  These goals may be to avoid probate at death, transfer assets to loved ones without outside interference or delays, reduce expenses, maintain estate privacy, maintain control of assets during a disability and more.  The foundation to a good estate plan almost always contains some type of living trust, a pout-over will, power of attorney documents for finances and health, a living will, plus other supporting documents that will organize and spell out your wishes to your family in the event of your death or disability.

    • Almost anyone who owns a house or property or has a family should create an estate plan.  Your age or the amount of your wealth should have little to do with your decision to plan.  A good estate plan ensures that your hard-earned assets will pass intact to those you list as your beneficiaries instead of government bureaucrats or to individuals outside of your immediate family who may unintentionally receive your assets.  It should also provide asset protection during your lifetime and not just when you die.  Losing assets to a nursing home or to law suits during your life are clearly unwanted events that a properly planned estate plan will avoid.

    • For anyone who dies intestate (meaning having died without a Will or Estate Plan), each state has written laws that will distribute assets for you.  The dilemma is, your family will rarely like the results.  Intestate distributions guarantee government involvement and the loss of control of your property until distribution is made to the heirs that government chooses. Considering the number of divorces and with children from previous marriages living in other households and with second and third marriages being a common event, property distributed through intestate laws will often not be given to the individual(s) you wanted to receive your assets.

Do you have any of these concerns?

  • Avoiding Probate
  • Protect your Estate from Long-Term Care or Nursing Home costs without purchasing insurance
  • Saving Estate Taxes
  • Lawsuit Protection
  • Protection During Disability
  • Lower Legal Fees
  • Defer Capital Gains
  • Protection from Conservatorship
  • Charitable Tax Planning
  • Trusts and Wills
  • Fear of A NEW FEE every time you call your attorney
  • Protection from Conservatorship

Options & Plans

When we say that our representatives have estate planning tools that are second to none, we mean it.  We have documents that many providers do not offer and we provide a quality bound well organized package.  Members have access to our database of trusts, wills, and supplemental documents.  Our trust documents are comprehensive and include powerful and unique provisions.   We can help members with any size estate...from just above the probate limits to multi-million dollar estates.


  • Declaration of Intent and Memorandum of Trust

  • Pour-Over-Wills

  • Durable Powers of Attorney for Health Care & Finance/Property

  • Disposition of Personal Effects

  • Living Wills

  • Funding Forms to Transfer Existing Assets

  • Schedules Listing Non-titled Assests

  • Nomination of Guardianship forms

  • Location of Important Papers

  • Last Instructions for the Family

  • Layman's Explanation of the Living Trust

  • .....and many more!

Member Benefits

  • Free Annual Reviews of Your Estate Plan
  • Free Amendments/Updates to your Trust Document
  • Access to Legal Counsel for Complete Estate Plan Implementation
  • Free access to Estate Planning Questions

Our Service Promise to you

  • Will Review any present estate plan and issue a personal and confidential report.
  • Will NOT charge you for every change you make to your trust document.
  • Enjoy access to experienced state planning attorneys who counsel with the member and then draft their estate planning documents.
  • DO NOT PAY for "billable hours" for services completed. One reasonable fee does it for all.

not a member yet?

  • We offer a FREE confidential Review of your existing Estate Plan.
    • Even if you have a trust or Will right now, we will review it to be sure it is working for all of your current and upcoming needs. If it is not, or will no address your future needs, we canmake changes so it will work for you.
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                                     Tom Weitz                            Estate Planning Specialist

                                   Tom Weitz

                        Estate Planning Specialist