Although everyone needs an estate plan, 47%
of Americans say they would like one but haven’t gotten around to it yet. This estate plan might include a will, trust or power of attorney documents. We are pleased to announce the integration of an estate document creation service through WisMed Financial.
What is it?
WisMed Financial has partnered with a nationwide estate document creation firm to create or update estate documents including wills, trusts, financial and health care power of attorney documents and more. Documents include sophisticated features like special needs planning, retirement plan conduit language and Wisconsin-specific items since we live in a community property state.
Who needs it?
- Everyone, regardless of assets, should have financial and health care power of attorney documents. This is someone to make decisions for you if you are unable to do so.
- If you have minor children, you need a will to name a guardian for your kids.
- Trusts are generally used for three purposes: to avoid probate, to limit estate taxes or to protect your beneficiaries. This third reason can include a beneficiary who is irresponsible with money, an in-law who would split assets with your child in a divorce or creditors of your beneficiaries.
How much does it cost?
This estate plan service costs $950 for the full document package plus $250 per deed (if needed).
What if I already have documents and just want them reviewed?
A comprehensive review and summary of your existing plan is available for $300.
What’s the process?
- If you’re ready to start, download the Estate Plan Questionnaire and book a 1-hour meeting.
- Need some guidance before starting? Book a 30-minute initial consultation.
We are excited to bring this value-add service to you as a member of the Wisconsin Medical Society.
For additional personalized help with your finances, please contact Mark Ziety, CFP®, AIF® 608.442.3750.
Mark Ziety, CFP®, AIF®
WisMed Financial, Inc. part of the Wisconsin Medical Society.
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