At Monteforte Law, P.C., we believe estate planning should do more than just check boxes—it should protect your legacy and provide peace of mind. That’s why we’re moving beyond the traditional “Big Three” documents—Last Will & Testament, Durable Power of Attorney, and Health Care Proxy. While these are essential, they don’t cover all the complexities of today’s world. Instead, we focus on the “Foundational Four”, which includes the original three documents plus a crucial addition: a Trust.
By incorporating a Trust, we provide greater control over your assets, enhanced protection from risks, and the ability to avoid the costly and time-consuming probate process. We’ve seen firsthand the limitations of will-based estate plans. The probate process can be a nightmare—it’s expensive, public, and can drag on for years. With a Trust, you can avoid probate altogether, ensuring your assets are protected, your wishes are honored, and your loved ones are cared for.
In this report, you will learn about the four key documents that are the cornerstones of your Wealth Preservation Plan. These Foundational Four documents form the center of the puzzle, with all other pieces working around them. Don’t leave your family to deal with lengthy and expensive probate petitions or applying for guardianships in court.
Get your Foundational Four in order! Our team will put your plan in place, make the process easy and convenient, and relieve your loved ones of added stress, time, and costs. Ready to safeguard your future? Let’s get started.
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