PRICING
| Attribute | LIFETIME | LEGACY |
|---|---|---|
| Best when: | Planning for your future, including outright gifts to family members | Planning around estate tax and/or significant irrevocable trusts |
| Emphasis: | Deciding | Deploying |
| Emphasis, continued | Scenario testing | Strategy testing |
| Emphasis, continued | Income tax | Gift and estate tax |
| Emphasis, continued | Timelines and critical actions | Implementation and improvement |
| First Year | $9,000 | $14,000 |
| Future Years | $7,000 | $10,000 |
LIFETIME
- Best when:
- Planning for your future, including outright gifts to family members
- Emphasis:
- Deciding
- Emphasis, continued
- Scenario testing
- Emphasis, continued
- Income tax
- Emphasis, continued
- Timelines and critical actions
- First Year
- $9,000
- Future Years
- $7,000
LEGACY
- Best when:
- Planning around estate tax and/or significant irrevocable trusts
- Emphasis:
- Deploying
- Emphasis, continued
- Strategy testing
- Emphasis, continued
- Gift and estate tax
- Emphasis, continued
- Implementation and improvement
- First Year
- $14,000
- Future Years
- $10,000
There are no other fees nor costs, and no hidden surprises.
Fees are payable 50% at the beginning, and 50% on plan delivery.