Limited Time Offer: Complete Estate Planning Package as low as $500

Talk with an Advisor today: (800) 777-4726

Estate Planz

Establish your Estate Plan, living trust, last will and testament today!!!

Limited Time: Establish your Estate Plan Today with Estate Planz $500

About Estate Planz

Establishing an Estate Plan

Estate Planz, a Ruggiero Investments brand, delivers streamlined estate planning solutions in partnership with Estately offers tailored estate planning strategies to safeguard your legacy. Our services include wills, trusts, and powers of attorney, designed to fit your unique situation.

Limited Time: Establish your Estate Plan Today with Estate Planz $500

Estate Planning Package:

$500

Estate Planning Package for $500 includes the following:

Revocable Living Trust

A trust is a legal entity with separate and distinct rights, it is similar to an individual or corporation. In a trust, a party known as a trustor gives another party, the trustee, the right to hold title to and manage property or assets for the benefit of a third party, the beneficiary. Trusts can be established to provide legal protection for the assets of the trustor to ensure they are distributed according to the grantor’s wishes. Additionally, trusts can save time, reduce paperwork, and sometimes reduce inheritance or estate taxes

Last Will of Testament

Revocable Living Trust

A last will and testament is a legal document that identifies a person's final wishes pertaining to their assets and in cases of children under age, who is to be the guardian of the children. It provides specific instructions about what to do with their possessions. It will indicate whether the deceased leaves them to another person, a group, or wishes to leave money to charity.

Healthcare Directive

Revocable Living Trust

Healthcare Directive

The healthcare directive, also known as an advance directive, is a legal document that allows individuals to outline their preferences for medical care and treatment in the event they become unable to make decisions for themselves due to incapacitation or life threating conditions. These directives ensure that a person's medical wishes are respected when they cannot communicate them directly, Usually, the healthcare directive is accompanied by a healthcare proxy.

Power of Attorney

Healthcare Directive

Power of Attorney (POA) is a legal document that grants a designated individual, known as the agent or attorney-in-fact, the authority to manage the financial affairs of another person, called the principal, Usually, this is established for when the principal is unable to manage their own finances due to incapacity or absence. This document allows the agent to make various financial decisions and handle transactions on behalf of the principal, ensuring their financial needs are met during times of need.

Estate Summary

Power of Attorney

Estate Summary

An estate plan outlines how assets will be managed and distributed after your death or during periods of incapacity. It's a comprehensive process including legal documents like wills and trusts, as well as strategies for managing your finances and healthcare preferences during your lifetime if you become unable to do so.

Limited Time: Establish your Estate Plan Today with Estate Planz $500

Transfer your Deed for $150

Deed Transfer

A deed transfer is the legal process of changing the ownership of real estate from one party to another. This involves a formal document which is a deed, which serves as proof of the transfer. Deed transfers are commonly used in various situations, including sales, gifts, inheritances, or transfers between family members. This is a service provided for an additional fee for those that establish Trust with Estate Planz.

Let us introduce the right attorney for Complex Needs

Wills and Trusts

Probate and Estate Administration

We provide comprehensive estate planning services, from a simple trust, will, healthcare directive, and power of attorney to complex trusts that can account for generation's, to ensure that your assets are distributed according to your wishes.

Probate and Estate Administration

Let Estate Planz introduce you to the right attorneys that can assist in navigating a complex probate process and ensure that loved one's estates are properly administered.

Asset Protection

Probate and Estate Administration

Estate and Trust Litigation

There are a few types of Trusts that can protect assets from creditors, lawsuits, and other potential threats, that will provide peace of mind. Having the right attorney to work with that takes time to understand the needs is important to success of the plan.

Estate and Trust Litigation

Litigation can be stressful and costly. Having the experienced legal team to represent in court disputes related to estates and trusts, including will contests, trust disputes, and fiduciary litigation. Let us introduce you to the right attorney for your needs.

Estate Tax Planning

Estate and Trust Litigation

Estate Tax Planning

Estate Planz has partners with experienced legal teams and accounting teams to assist clients in minimizing their estate tax liability and preserving their wealth for future generations. Taxes can burden some families that do not plan properly. We can help in getting your family prepared.

Charitable Giving

Estate and Trust Litigation

Estate Tax Planning

Some are looking to give their estate / assets to charitable foundations that they believe in. Our network of attorneys will look into the options you have to maximize the impact of their charitable giving through effective estate planning and charitable trusts.

Limited Time: Establish your Estate Plan Today with Estate Planz $500

Estate Planz

Protect Your Legacy with Estate Planz

We understand that planning for the future can be overwhelming, but our team is here to help. Our comprehensive estate planning services include wills, trusts, powers of attorney, and more. We work closely with our clients to ensure their wishes are carried out and their loved ones are taken care of. Estate Planz has partnered with experienced attorneys that are dedicated to protecting your legacy, and we are committed to providing personalized and compassionate service.

Estate Planning Package: Revocable Living Trust, Will, HealthCare Directive, & Power of Attorney

$500

Contact Us

Estate Planz

500 S Australian Ave West Palm Beach FL 33401

(800) 777-4726

Hours

Open today

09:00 am – 05:00 pm

Limited Time: Establish your Estate Plan Today with Estate Planz $500

Estate Planz is a DBA of Ruggiero Investments, Inc.

Ruggiero Investments is a wholly owned Independent Registered Investment Advisor (RIA) registered with the SEC.

Investments involve risk and are not guaranteed.

1) Investments May Lose Value

Securities and insurance products are not offered by FDIC or any bank agencies.

3) Not a Deposit of or Guaranteed by a Federal Government Agency or any Bank affiliates.

Ruggiero Investments® is not a tax advisor.

All tax implications of your investments should be made in consultation with your independent tax advisor.

Ruggiero Investments® does not provide tax or legal advice.

Brokerage, Insurance and Benefits are through Ruggiero Investments Affiliates.

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Get in Touch

Estate Planz

Establish your Estate Plan, living trust, last will and testament today!!!

Limited Time: Establish your Estate Plan Today with Estate Planz $500

About Estate Planz

Establishing an Estate Plan

Limited Time: Establish your Estate Plan Today with Estate Planz $500

Estate Planning Package:

Estate Planning Package for $500 includes the following:

Revocable Living Trust

Revocable Living Trust

Revocable Living Trust

Last Will of Testament

Revocable Living Trust

Revocable Living Trust

Healthcare Directive

Revocable Living Trust

Healthcare Directive

Power of Attorney

Power of Attorney

Healthcare Directive

Estate Summary

Power of Attorney

Estate Summary

Limited Time: Establish your Estate Plan Today with Estate Planz $500

Transfer your Deed for $150

Deed Transfer

Let us introduce the right attorney for Complex Needs

Wills and Trusts

Probate and Estate Administration

Probate and Estate Administration

Probate and Estate Administration

Probate and Estate Administration

Probate and Estate Administration

Asset Protection

Probate and Estate Administration

Estate and Trust Litigation

Estate and Trust Litigation

Estate and Trust Litigation

Estate and Trust Litigation

Estate Tax Planning

Estate and Trust Litigation

Estate Tax Planning

Charitable Giving

Estate and Trust Litigation

Estate Tax Planning

Limited Time: Establish your Estate Plan Today with Estate Planz $500

Estate Planz

Protect Your Legacy with Estate Planz

Estate Planning Package: Revocable Living Trust, Will, HealthCare Directive, & Power of Attorney

Contact Us

Estate Planz

Hours

Get in Touch!

Limited Time: Establish your Estate Plan Today with Estate Planz $500

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