the ethos review process
Easy & Thorough
More details coming soon. Stay tuned!
More details coming soon. Stay tuned!
A limited set of questions for lifetime ancillary documents only which are solely concerned with matters occuring during lifetime (not death), such as incapacity, unavailability and terminal illness. These documents include Powers of Attorney, Living Wills and HIPAA Authorizations.
A complete set of questions for a comprehensive estate plan, including Wills and Trusts. This also comprehensively includes 'Lifetime Incapacity' planning with ancillary documents, including Powers of Attorney, Living Wills and HIPAA Authorizations.
An additional set of questions for high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals who need estate and gift tax planning, which typically involves utilizing certain types of advanced planning with irrevocable trusts and other advanced techniques.