FAMILY WEALTH VIP MEMBERSHIP PROGRAMS
|MEMBERSHIP BENEFITS||VALUE||LEGACY PLAN||
WEALTH PLAN PLUS
|WEALTH PLAN||TRUST PLAN|
Annual Plan Review and Unlimited Plan Amendments Due to Life and Law Changes So Your Plan Works – Always!
|Unlimited Legal or Financial Questions For Your Peace Of Mind. Call Us Anytime For Free And Get Access to Our Trusted Team of Legal Experts – Hand-Picked By Your Personal Family Lawyer. Many Pass on Discounted Fees Because We Do NOT Take a Referral Fee.||$997||Included||Included||Included||Included|
Annual Priceless Conversation to Transition Your Most Important and Most Frequently Lost Family Wealth – Who You Are and What’s Important to You.
|Substantial Discount on Our Fees for Advising Your Loved Ones After You’re Gone||$997 or more||Included||Included||Included||Included|
|Monthly Family Wealth Matters Audio Program Mailed to You On CD So You Can Listen in Your Car, While You’re Exercising or Anywhere at All||$97||Included||Included||Included||Included|
|Annual Review of Your Assets and Update of Your Asset Spreadsheet So Your Loved Ones Know What to Look For After You Are Gone and None of Your Assets End Up as Part of Pennsylvania’s Unclaimed Property.||$1495||Included||Included||Included||VALUE: $2,888|
Unlimited Future Asset Transfers Acquired Post-Planning So You Never Have to Worry – We’ll Take Care of It, Just Let Us Know.
|Annual Meeting With Our Corporate Paralegal and Updating of Your Corporate Records for Businesses Owned by You for Maximum Liability Protection. Monthly Investment||$597||Included||Included||VALUE: $4,480|
|Pennsylvania Corporations or Limited Liability Companies Formed for a Flat Fee of Only $497.||$997||Included||Included|
Documentation of Gifts Made and All Record-Keeping of Gifts So That Estate Tax is Minimized and You Maximize the Effective Use of Your Irrevocable Trust(s).
|Annual Assessment of Gifting Plan to Ensure You Don’t Fail to Use Every Single Government Tax Gift, Which Could Mean Hundreds of Thousands in Your Loved Ones Bank Accounts.||$497||Included||VALUE: $7,168|
|Annual Opportunity Capturing Meeting With Your Personal Family Lawyer, and Your Tax Advisor and/or Your Financial Advisor (you choose who to include)||$997||Included|
|Objective, Private Strategic Life Planning Session Facilitated By Your Personal Family Lawyer||$1497||Included|
|Annual Family Meeting to Integrate Adult Children Into Planning and Prepare Them To Receive Wealth So Your Family Increases Its Wealth at Each Generation … Protect Against the Rags To Riches To Rags Phenomena||$997||Included|
We will act as the Independent Trustee on your Asset Protection Trust for only $100/mo per trust.Discounts for Multiple Trusts.