Executive Service

Generations Executive Service is for clients with multiple business entities, revocable trusts and irrevocable trusts that require additional service, review and care.  Generations Executive Service clients are provided the same level of service as Generations Gold clients, and are also entitled to the following additional services: 

• Annual Estate Review. 
  More complex estate plans should be reviewed annually, not only by you and your estate planning attorney, but at a meeting that includes all of your advisors.  We will schedule and coordinate an annual meeting for you and your advisory team including CPA, financial advisors, business advisors and appropriate family members or successor trustees.
• Corporate Maintenance for LLCs and Corporations at discounted rates.
  Some of our clients have multiple corporations and/or LLCs as part of their planning. Generations Executive Service includes participation in our annual Corporate Maintenance Plan at a discounted rate of $300 per business entity.
• 709 Gift Tax Return preparation and filing.
  The preparation and filing of 709 gift tax returns is included as part of the Generations Executive Service. There is no additional fee for this service.