VIP Membership Plans

 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!

 $497  Included  Included  Included  Included
 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.

 $397  Included  Included  Included  Included
 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.

 $1495  Included  Included  Included
 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).

 $597  Included  Included
 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.

 Varies  VALUE: $10,659
 MEMBERSHIP PRICE  $249/MONTH  $149/MONTH  $99/MONTH  $49.95/MONTH