1. |
What
can I do to get ready for my EAA appointment? |
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Take a brief
review of any account statements to get accurate estimates of your
net worth. The more accurate your answers, the more accurate your
EAA report will be. Some numbers, such as home value, will be arbitary
to begin with, and require no prep time in advance.
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2. |
I
know how much my estate is worth... why bother? |
|
Many clients
that have used the EAA have appreciated the concise, all-in-one
format. In fact, many people have commented that they never knew
how much their estate was worth, until they saw it in black and
white.
The information
provided in the EAA could save you thousands in taxes alone. Plus,
the EAA provides information you will not find listed anywhere else.
It may sound
morbid, but the EAA "kills" you on paper, exposing unknown
weaknesses in your estate. It also provides a comprehensive source
of information for all of your assets, from bank accounts and CDs
to insurance policies and real estate. No stone is left unturned.
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3. |
How
is my confidential information handled? |
|
Confidential
information is treated with the utmost respect and privacy. For
starters, information is collected over the telephone by an authorized
EAA Counselor, at the time and day you select. Once your information
is provided, it is never sold or shared with ANY third parties.
For more information
about our privacy policy, click
here.
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4. |
When
should I expect my EAA once the interview is complete? |
|
Your EAA will
be mailed via Priority Mail usually with 24-48 hours after the interview
is completed. This gives us a chance to prepare the report, and
have it reviewed for accuracy by a Senior Account Specialist. Priority
Mail from the U.S. Postal Service usually takes 2-3 days to deliver,
depending on which part of the country you live in.
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5. |
Does
the EAA reflect recent tax law changes? |
|
Absolutely.
For instance, the Tax Relief Act of 2001 has radically changed the
way estates are taxed, leading up to the full repeal of estate taxes
in 2011. On the very day these new tax rates were signed into law,
the EAA model already reflected the modified (and complex) estate
tax code.
The EAA software
is updated any time changes are made to the Internal Revenue Code
that could effect its calculations. And if major changes are made
the could dramatically impact your estate, you will be notified.
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6. |
Can
I share my EAA with friends and family? |
|
Once you receive
your EAA report, it is yours to do with as you wish. It provides
a useful breakdown of your assets that would be handy in the event
of an emergency.
We also encourage
you to share it with a tax advisor, as well as legal counsel when
preparing your estate plan.
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7. |
What
happens after I receive my EAA via Priority Mail? |
|
One of our Senior
Account Specialists will schedule a time to review the results of
the EAA with you. There is no fee for this consultation. The Senior
Account Specialist will review weaknesses and strength in your estate,
and possibly recommend future action. And of course, there is absolutely
no additional cost or obligation.
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8. |
What
if I need my EAA quickly? |
|
Rush service
is available. We can process your EAA the same day, review it, and
have it delivered to you via overnight delivery for an additional
$20.00.
|
9. |
How
long will this take? |
|
In most cases,
your entire EAA can be completed in a simple 15 minute telephone
call to your home or office. Complex estates may require more time
(typically 30 minutes for estates of $1 million or more), but will
not incur any additional charge.
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10. |
What
if I expect my estate will grow in the near future? |
|
Estate valuations
will always fluctuate both postively and negatively. Just ask many
of the investor in the High-Tech Stock Crash of 2000.
The EAA is designed
to provide a current "snapshot" of your estate. Expected
growth is accounted for within the EAA, especially in the report's
future income projections. And if your estimated growth comes to
fruition, you are entitled to a free update within 12 months.
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11. |
What
if I need to update my EAA? |
|
If your estate
radically changes, the EAA comes with a free update at any time
within the 12 months after it is completed. To schedule an updated
EAA review, please contact
us.
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12. |
How
can I schedule my EAA interview? |
|
Provide your
contact
information on the next order screen through our secure server,
along with payment information. Also choose what would be a convenient
time for one of our EAA Counselors to call.
Rest assured,
your credit card will NOT be billed until your EAA Counselor calls
to confirm payment arrangements.
Plus, should
you choose to setup or fund your estate plan through SaveWealth,
we'll refund the cost of the EAA.
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13. |
What
if I decide to follow the EAA recommendations? |
|
We believe that
education not only helps you, but helps the professionals you work
with.
The EAA is a
powerful tool that gives you a jump-start down the planning process.
It organizes your finances, predicts the impact of legislation,
and determines problem areas automatically.
And should
you choose to setup or fund your estate plan through SaveWealth,
we'll refund the full cost of the EAA. No strings attached.
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