November Offer
If you own a home or have minor children and schedule your Family Wealth Planning Session during the month of November, I will not only waive my regular $750 planning session fee, but I will also make a donation of $100 to your favorite local food bank or charity. Just Use Code “THANKS” when you call or schedule.
During your Family Wealth Planning Session, you (and your spouse or partner) will:
Choose the right guardians for your kids without making any of the common mistakes most parents (and even some lawyers) make.
Get your financial house in order and keep it that way.
Ensure your kids inherit your values, not a sense of entitlement.
Discover how to legally avoid estate taxes and keep your family out of court and conflict.
Learn the secret to protecting your kids’ inheritance from lawsuits and divorce.
Find out how to leave your loved ones a gift far greater than all the money in the world.
Your Family Wealth Planning Session is absolutely free, no obligation and no pressure. By taking care of your family, you will also be taking care of a less fortunate community member who needs your help this holiday season.