Estate Planning:
Wills, Living Trusts, Durable Powers of Attorney for Property, Health Care Powers of Attorney, Ladybird deeds, IRA Inheritance Trusts and general counseling on estate planning and elder law issues.
Estate Administration:
Complete administration of all estate planning documents, including probate of wills and non-probate trust administration and asset transfers.
Retirement Planning/Wealth Management:
Wealth management, asset allocation, risk analysis, cash flow analysis and retirement planning.
Fees for Services
Estate Planning and Estate Administration:
Estate planning and estate administration work is provided on an hourly or flat fee basis depending on the work involved. All fees set forth clearly in writing upfront.
Retirement Planning/Wealth Management:
Retirement plan analysis provided on an hourly or flat fee basis. All fees set forth clearly in writing upfront.
Wealth Management: (Fee-Based)
|
Custodian Reported Value |
Annual Rate |
|
$0 - $49,999 |
1.75% |
|
$50,000 to $199,999 |
1.50% |
|
$200,00 to $499,999 |
1.25% |
|
$500,000 to $999,999 |
1.00% |
|
$1,000,000 to $1,999,999 |
.90% |
|
$2,000,000 to $2,999,999 |
.80% |
|
$3,000,000 to $3,999,999 |
.70% |
|
$4,000,000 to $4,999,999 |
.60% |
|
$5,000,000 or more |
.50% |
All fees set forth clearly in writing upfront.