C O M P A S S
L E G A L S E R V I C E S
T R U S T,
E S T A T E &
W E A L T H
P L A N N I N G
S E R V I C E S
T R U S T P L A N N I N G
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Trust planning is the process of evaluating, drafting, and utilizing a trust instrument for a variety of purposes. Trusts can be used to distribute your assets in a discreet and streamlined manner, or they can be utilized to generate tax-advantageous circumstances for your loved ones upon your passing. Trusts are not mandatory for every estate plan, but they can be invaluable to those who need them.
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E S T A T E P L A N N I N G
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Estate planning is the vital process of anticipating and arranging for the management and disposal of your estate in the event you become incapacitated and after your death. It is crucial that everyone have basic estate planning documents so that your wishes are clear to your loved ones regarding what you want done with your estate and your end of life care.
W E A L T H P L A N N I N G
Wealth planning is the utilization of your wealth in a tax-advantageous manner to bring about the best financial outcome for your loved ones. This can be done through gifting or other planning tools. For those with the wealth to be effected by Gift & Estate Tax considerations, wealth planning is essential to make sure your loved ones are not adversely affected.
P A C K A G E S
B A S I C E S T A T E P L A N
I N D I V I D U A L
The foundational estate planning documents that everyone needs to ensure their affairs are in order upon their incapacitation or passing.
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Simple Will
Durable Power of Attorney
Living Will
Health Care Proxy
HIPAA Release
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B A S I C E S T A T E P L A N
M A R R I E D C O U P L E
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Two Simple Wills
Two Durable Power of Attorneys
Two Living Wills
Two Health Care Proxies
HIPAA Releases
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R E V O C A B L E T R U S T P L A N
I N D I V I D U A L
All the features of the Basic Estate Planning package plus a Trust which will benefit those who wish for their estate to be handled discreetly and expediently.
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Single Simple Revocable Trust
Pour Over Will
Durable Power of Attorney
Living Will
Health Care Proxy
HIPAA Release
One Real Estate Deed (no title examination taken)
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R E V O C A B L E T R U S T P L A N
M A R R I E D C O U P L E
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Single Joint Revocable Trust
Two Pour Over Wills
Two Durable Power of Attorneys
Two Living Wills
Two Health care Proxies
HIPAA Releases
One Real Estate Deed (no title examination undertaken)
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R E V O C A B L E T R U S T P L A N
w/ T A X P L A N N I N G
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All the documents included in the Revocable Trust Plan Package plus federal and state estate and gift tax evaluation and advice for estates that require advanced planning.
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I R R E V O C A B L E M E D I C A I D
T R U S T P L A N
I N D I V I D U A L
This Plan is for those who anticipate the need to utilize the Medicaid system and need to reduce the financial burden of expenses generated from your own or a loved ones care.
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Single Irrevocable Trust
Pour Over Will
Durable Power of Attorney
Living Will
Health Care Proxy
HIPAA Release
One Real Estate Deed (no title examination undertaken)
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I R R E V O C A B L E M E D I C A I D
T R U S T P L A N
M A R R I E D C O U P L E
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Single Joint Irrevocable Trust for married couples
Two Pour Over Wills
Two Durable Power of Attorney
Two Living Wills
Two Health Care Proxies
HIPAA Releases
One Real Estate Deed (no title examination undertaken)
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C O D I C I L W I L L R E V I E W
I N D I V I D U A L
M A R R I E D C O U P L E
For those who already have an estate plan but are in need of review and update.
Review and if needed update current Estate Plan
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T R U S T R E V I E W & R E V I S I O N
I N D I V I D U A L
M A R R I E D C O U P L E
Review and if needed revise current Trust(s)
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T Y L E R C H A I S S O N
My passion for Trust & Estate planning developed out of my desire to help people.
The best way I can help individuals and their families is to make sure they are prepared for one of the most trying times in their lives, the passing or incapacity of a loved one.
I graduated from the University of Massachusetts School of Law at Dartmouth with Cum Laude honors and am a member of the Massachusetts bar. I also have a Bachelor of Arts in Economics from Middlebury College.
