Simple Estate Plan

The simple estate plan is a great choice if, when you pass, you expect the value of your estate to be less than $5.49 million (the federal estate tax exemption for 2017), and if avoiding probate is not a priority.

  1. Will
  2. Power of Attorney
  3. Medical Power of Attorney
  4. Living Will

$1,500 for you
$2,000 for you and your spouse or partner


 

Revocable Trust Estate Plan

The revocable trust estate plan is a great choice if you would like to make things as easy as possible on family when you pass. If properly administered during your life (we will go over how to do this), probate will not be necessary.

  1. Will
  2. Revocable Trust
  3. Power of Attorney
  4. Medical Power of Attorney
  5. Living Will

$2,500 for you
$3,000 for you and your spouse or partner


 

Tax Reduction Estate Plan

The tax reduction estate plan is a great choice if, when you pass, you expect the value of your estate to be more than $5.49 million (the federal estate tax exemption for 2017). We plan for tax-efficient spending during your life to reduce or eliminate federal estate tax and generation skipping transfer tax consequences.

  1. Will
  2. Revocable or Irrevocable Trusts as Necessary
  3. Power of Attorney
  4. Medical Power of Attorney
  5. Living Will
  6. Plan for Tax-Efficient Lifetime Spending

$3,500 for you
$4,000 for you and your spouse or partner


Interested in hiring Chestnut Hill Legal?
We offer free consultations and simple, flat fee pricing.

To get started, submit the form below or call Louis P. DiLello, Esq. at (267) 331-9269

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