At the risk of missing some critical piece of your personal estate plan we hesitate in making this list - but we also recognize sometimes people just want to see a list of the services and products available to them. Keep in mind, some of the things listed will be outsourced to partners with whom we may have an agreement to be paid upon use of those products/services. Also keep in mind that if you do not see something on the list it doesn't mean we don't do it - drop us an email at Info@Tetrant.com and we will let you know what resources or connections may be available. 

  • Estate Planning

    • Revocable Living Trust Package which includes: trust documents, certificate of trust, last will and testament (pour-over will), durable power of attorney, healthcare power of attorney, living will, HIPAA authorization, trust funding instructions, successor trustee instructions, glossary of terms, records location worksheet, statement of wishes, and memorial instructions
    • Last Will and Testament Package which includes: last will and testament, durable power of attorney, healthcare power of attorney, living will, HIPAA authorization, glossary of terms, records location worksheet, statement of wishes, and memorial instructions
    • Other types of trusts/provisions: IRA Beneficiary Trusts, Special Needs Trusts, Dynasty Trust Provisions, Irrevocable trusts, Charitable Remainder Trusts, Charitable Lead Trusts, and more...
    • Complimentary consultation to review your existing estate planning documents or for the preparation of a new estate plan.
  • Insurance Planning

    • Life Insurance: term life, whole life, universal life, variable universal life, policies designed for buy-sell agreements, key person or executive bonus policies, and more...
    • Disability Insurance: Short-term, long-term, own-occupation, business overhead, buy-sell policies, and more...
    • Property & Casualty Insurance: home insurance, auto insurance, umbrella insurance, business owner insurance, commercial insurance, and more...
    • Health Insurance: individual plans, family plans, group plans, and more...
    • Complimentary consultation to review your existing insurance coverage or to add/supplement new coverage.
  • Investment Planning

    • Various investment platforms including: third party investment management, separately managed accounts, mutual fund accounts, ETF account, and more...
    • Tax efficient and tax sensitive investment management including tax harvesting on certain accounts/platforms, and more...
    • Complimentary consultation to review your existing investments or to begin an investment program.
  • Retirement Planning

    • Various account types including: Traditional IRA, ROTH IRA, 401(k), 403(b), 457, SEP, Simple, and more...
    • Strategies including: stretch IRA, pension maximization, social security maximization, and more...
    • Complimentary consultation to review your existing retirement strategy or to begin the retirement planning process.
  • Charitable Planning

    • Tax planning using charitable remainder and charitable lead trusts to maximize tax benefits while giving to charitable causes.
    • Consulting with non-profit organizations on their endowment and planned giving programs.
    • Alternative giving strategies including using donor advised funds.
    • Matching charitable ambitions with the right organizations so that your charitable efforts match the legacy you are seeking to leave.
    • Complimentary consultation to review your existing charitable plan or begin the process of setting up your charitable legacy.