Trust and Estate Planning
Estate planning is a term that many people get confused about. This term refers to creating an orderly plan for managing your hard earned assets upon disability or death to avoid needless confusion and unnecessary costs and fees.
This is not something only for the Rockefellers and Kennedys.
Planning your estate is about protecting your nest egg (whether large or modest) and your family from needless confusion and heartache. This is why the vast majority of all estates benefit from a trust.
If youโre interested in a Trust, weโve put together a brand new program to help people create a trust to protect their nest egg, family and legacy, for less than youโd pay a lawyer, and with more long term benefits.ย
One of our experts will walk you through this program and guide you in creating the trust in a fraction of the time that it would take a traditional lawyer to do the same thing.ย
Consider this comparison:ย ย
In addition, our 1:1 process is designed to get better acquainted with you, your family and your goals (by looking at your family tree) in order to help you be more intentional in helping you design your trust plan.ย
Hint: Most lawyers donโt take the time to do this effectively if at all!ย
Youโll receive actual coaching guidance through the entire process (vs traditional lawyers who all too often just talk at you and try to justify their fees).ย ย
If you donโt like the results of this process or arenโt happy with your trust, within 30 days will refund your trust preparation fee of $1,950.ย
If you want to hear more about how this program works or get started in obtaining your state specific, customized trust, just complete this short registration and a Pro Client Guide will reach out to you.
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Iโll look forward to meeting you and introducing you to this amazing program!
Steve Gibbs, JD, AEPยฎ,
CEO and Co-Founder
Steve Gibbs, JD, AEPยฎ,
CEO and Co-Founder
Learn More About Steve
Visit our Wills and Trusts Learning Page for More State Specific Guidance.
Make sure your valuable assets are managed and distributed according to your priorities and not someone elseโs.
Click on your home state to see will and trust laws that apply to you.
Protecting your familyโs financial future is easier than you might think!
Determine whatโs most important to you.
Why are you looking to purchase a life insurance policy? What type of life insurance policy best addresses your unique goals?
Shop multiple options simultaneously!
Donโt settle for just one quote or one policy choice; take your time and have your agent review the different life insurance companies with you before you make any decisions.
Apply from the comfort of home.
Once youโve determined what type of insurance is right for you, applying for coverage has never been easier. In fact, you may even be able to complete the entire application process over the phone!
