Strategic Estate Planning Package - Tier 3

Builds a lasting legacy with advanced planning tools that protect wealth, investments, minimize tax burdens, and provide maximum benefit for future generations.

Ready to secure your most complex assets and business interests? Our Strategic Estate Planning Package is our most robust offering, designed for high-net-worth individuals, business owners, and those with intricate financial portfolios. This all-inclusive package builds on the Comprehensive plan, providing you with sophisticated strategies to protect your wealth, ensure a seamless business transition, and minimize tax liabilities. You'll receive coordinated guidance from our team and your tax professional to create a powerful, multi-layered plan that safeguards your legacy for generations.

What's Included in the Strategic Package?

This package includes all the documents and services from our Comprehensive Package, with an added layer of specialized strategies to protect and grow your wealth. The Strategic Package includes:

LLC/FLP Guidance: Expert advice on forming and using Limited Liability Companies (LLCs) or Family Limited Partnerships (FLPs) to manage assets and limit liability.
DAPT (Domestic Asset Protection Trust): Tailored guidance on creating a trust to protect your assets from creditors and future lawsuits.
Montana LLC Assistance: Specialized services for clients looking to leverage Montana's favorable laws for vehicle or asset ownership.
Business Succession Planning: A complete plan to ensure a smooth transition of your business, whether to a family member, a key employee, or a third party.
Tax Professional Coordination: We work directly with your tax professional to ensure your estate plan is fully aligned with your overall tax strategy, maximizing benefits and minimizing liabilities.
Alphabet of Trusts (GRAT, QTIP, etc.): Implementation of advanced trusts like Grantor Retained Annuity Trusts (GRATs) and Qualified Terminable Interest Property (QTIP) trusts to achieve specific tax and generational wealth transfer goals.

Our goal is to provide a complete, custom-tailored plan that addresses your unique needs, protecting your family, business, and wealth for the future.