|
We know, and it is important to remember,
particularly in todays political and economic climate, that laws
change, families change, business and other decisions change due to
unforeseeable circumstances. We realize that our clients will only
have peace of mind if they know that their planning is and remains
current. We also know that legal fees can quickly become very
expensive. For these reasons, we offer our FamilyFirst © Legacy
Plan. With this service, you are able to obtain ongoing legal
services and advice to keep your plan current at a substantially
reduced cost. Within the 2 levels of our FamilyFirst © Legacy Plan,
you are able to choose the one that fits your family’s specific
needs.
|
| |
Level One
---
$195.00/yr
Compliments of Thrash Law
Firm, you are automatically
enrolled in our Level One plan for the first year after you have done your planning. But
for the subsequent years, Thrash Law Firm feels it is imperative
that you review your estate or business planning with a member of
the firm annually to make sure that your plan keeps
up with changes in your life and the law; and it offers:
-
Legal Directives - online access
to your health care directives – at any time of the day or night
– for you and your doctor; providing 24-hour access to your
health care directives through a secure website ANYWHERE in the
world;
-
A
complimentary plan review every year;
-
Gives you
either
-
an annual
meeting and
minutes for one of your business organizations or family limited
partnership or
-
1
hour legal work to update your estate plan;
-
Includes
"homework" assistance with beneficiary reviews and suggested
changes;
-
Puts you on our email list to receive our
information-packed quarterly newsletter.
|
|
Level
Two ---- $295.00/yr
Clients with more complex planning will be
interested in the Level Two - FAMILYFIRST LEGACY PLAN.
The Level Two program
includes everything in the Level One plan plus the following:
-
Unlimited
transfers aka "homework" if you have a trust, limited
liability company or family limited partnership and you need to move
a new home or property into your plan or retitle mineral interests (Texas property only). Filing feesare
not included;
-
10% discount on estate planning
services for family members.*
-
Invitation Only attendance at a family meeting with a
memeber of the Thrash Law Firm - This complimentary
FamilyFirst Legacy session each year is an
opportunity for you and your family to meet together to
discuss issues important to you and to them. It allows
our clients and opportunity to pass on their wealth AND
their values
|
|
