Legacy Nesting

At DGVE law, we offer all our clients right-sized estate plans because one size does not fit all. For those who have relatively straightforward family & financial situations, we are able to offer nested plan options to make the process of getting your ducks in a row fast, easy, & an exceptional value.

Flying the Nest

This is for:

Young adults (around ages 18-28)
Unmarried
No children
Limited assets
College or grad school, or beginning careers

With the “Flying the Nest” Plan, you can rest assured that the people you trust will always be able to help when needed.

Filling the Nest

This is for:

Individuals or couples with young children
Both are U.S. citizens
Have nontaxable estates (less than $2M for individuals / less than $4M for married couples – including the full value of:
- Life insurance
- Retirement savings accounts
- Equity home ownership
- All bank accounts
- All investment accounts
- All tangible personal property

With the “Filling the Nest” Plan, you can ensure that only the people you trust are the ones who will help you in an emergency, protecting your family’s privacy.

Empty Nest

This is for:

Individuals or couples with grown & flown children
Both are U.S. citizens
Have nontaxable estates (less than $2M for individuals / less than $4M for married couples – including the full value of:
- Life insurance
- Retirement savings accounts
- Equity home ownership
- All bank accounts
- All investment accounts
- All tangible personal property

Legacy Nesting

Flying the Nest

Filling the Nest

Empty Nest

Text, Call, or Email

Address:

Phone:

Hours of Operation

Legacy Nesting

Flying the Nest

Filling the Nest

Empty Nest

Text, Call, or Email

Address:

Phone:

Hours of Operation

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