Estate Protection Services & Calendar of Client Events

2011 – 2012 Estate Protection Calendar [HERE]

PlanCheck™ [HERE]
Begun in 2010, this abbreviated program consists of “Ten Minute Rule” access to our staff throughout the year, an update conversation every 3 years to discuss updates to documents, and invitation to our Dine and Learn and Recent Developments Events, and discounts on other services.

TO VOTE on program topics that may interest you for Dine and Learn and
Recent Development  Events go here: [HERE]

Client Dine and Learn Event (November)
This enjoyable event gives us an opportunity to share our learning on an interesting topic or bring in a guest speaker, and to enjoy a meal together.  

Recent Developments in Estate Planning, Estate and Gift Tax and Settling Estates Briefing (May)
This workshop is intended to keep clients current on tax, long term care, estate planning and trust and estate administration topics of concern to you and your family members who are involved in your lives. This is an ideal event to bring a friend to, as well.

ILITServe™ (Crummey Trust Administration)
Since the 1990s, we have been administering client's Irrevocable Life Insurance Trusts (ILITs) – processing and tracking gifts and payments and "Crummey" notices. Clients who are enrolled in trust administration services with the firm are enrolled in our PlanCheck™ program, beginning in fall, 2011.

PlanServe™
Begun in 2010, this customized premier service program consists of service of multiple annual maintenance programs, access to our staff throughout the year, annual reviews and updates as needed, invitation to our Dine and Learn and Recent Updates Events, and discounts on other services.

UPDATE your contact data with us with this form: [HERE]

Annual Review Items and Agenda for clients 2011-2-13: [HERE]