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Will Your Family Be Ready?
The Government's Plan or Your Own Plan?
We hate "legalese". It is an un-needed barrier between you and your plan. We work in plain English, just like you! Follow a simple step by step interview with "pop-up help" to explain specific terms unique to estate planning. You don't need any experience to build a plan customized to you!
Our technology saves you money by spreading the cost of hiring expert estate planning attorneys across thousands of users. Plus FREE updates with an active account. We believe everyone should have the best and most up to date estate plan, so we never charge when you make changes. .
Our documents were prepared by estate planning attorneys with decades of experience helping thousands of clients nationwide. Every family situation, asset class, and bequest option is at your fingertips. Our technology allows you to build what you want and keep you in control.
* Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company 1690455-0621
** Although an external index or indexes may affect contract values, the insurance strategy/contract does not directly participate in any stock or equity investments. You are not buying shares of any stock or index. The interest credited is limited by either placing a cap on the amount of interest that can be earned (“cap” rate) and/or requiring a specified rate that must be surpassed within the index before interest will be credited (“spread rate”). The interest credited on your contract may be affected by the performance of an external index. . You are not buying shares in an index. The index value does not include the dividends paid on equity investments underlying the equity index or the interest paid on any fixed income investments underlying any bond index. These dividends and interest are not reflected in the interest credited to your contract.
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These concepts represent our current understanding of the law in general and are not to be considered legal or tax advice. Income, estate, gift and generation skipping tax rules are subject to change at any time. This is not an attempt to give legal or tax advice. You should consult with your legal or tax advisor regarding your individual situation before making any tax related decisions.
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