Create an estate plan to protect assets and tak...
Create an estate plan to protect assets and tak...

Create an estate plan to protect assets and tak...

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Introduction: If you are like me, your estate plan is at least 10 years old and you might worry about how your inheritance will be distributed. Did you know your IRA and 401 (k) can continue after you pass, and you can determine how much and when to distribute to your family members? Do you have a child that is receiving government benefits that would be forfeited upon an inheritance? Before you visit the local estate attorney, consider this: With InsMark Estate Plan's My Life Card Plan, with a phone call and by completing a questionnaire, you will have all the necessary documents, including a living trust, last will and testament, advanced medical directives power of attorney, along with needed trust documents to protect your family. Once the estate plan is completed, you can review it for 24 hours before paying. And because your documents are securely stored online, you have 24 x 7 access and can distribute your paperwork electronically to a financial adviser and family members. The process is quick, easy, and updates can be done at any time. Thank you for your interest in planning for your family's future. After having family issues that required more money than I care to admit because of a locked trust and special needs issues, I learned about options that have saved people time, money and aggravation. Allow me to assist you.
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12 years in business

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Jason M.
Aug 26, 2016
Our Will had not been reviewed for many years. Michael's virtual estate planning service gave me what I needed for our final wishes, medical directives, power of attorney, and I put all assets into the trust we created to protect our assets. We are planning on creating a special needs trust for a loved one that will need our help long after we are gone. Michael is easy to work with, asked important questions, and helped educate us. I recommend working with Michael, who is helping us eliminate our debt as we plan to become our own bank through life insurance dividends and cash value, as we create a legacy that will last generations. The cost to put our paperwork in order was less than half what an attorney would have cost us, and we now have our documents available in a secure online file cabinet
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Michael Kresloff

FAQs

  • What types of customers have you worked with?

    I work with all people, from all backgrounds, ages, all nationalities. I prefer working with nice people, and I am one of those!

  • What advice would you give a customer looking to hire a provider in your area of work?

    I help with estate planning documents with a "software as a service" program, where you get phone assistance as you create or refine your final wishes documents. $1,495 for a complete estate plan. Trusts are an additional $495. For $9.00 monthly you get 24 x 7 online access for keeping everything up to date when life changes. There is a video attached that shows you how "My Life Card" will work for you. Get your free medical directive and have 24 access to your estate plan before paying.