Fall Estate Planning Special

Happy Fall! I love the cooler weather and the warmth that the change of seasons brings. As we enter this wonderful time of year, and prepare for the holiday season, we are often intentional about spending more time with our families and loved ones. Accordingly, it is the perfect time to create or review your estate plan.

Fall Estate Planning Special

To encourage prospective clients to think-through, discuss, and properly document all of their important decisions by Christmas, I am offering several of my estate planning packages at a reduced rate during the month of November.

This gives clients the opportunity to think about their wishes, discuss them with their loved ones over the holidays, and enter the new year with the peace of mind that comes with having their affairs in order. This offer requires the client to commit to the plan during the month of November, with drafting and signing of the plan to be completed by December 22nd.

Eligibility for Offer

The offer applies to any new client or current client retaining me for estate planning services for the first time.

Estate planning is not just for the elderly or the wealthy.  At any age, it is important to ensure that you plan for what happens when you are no longer able to manage your own affairs. Less than half of Americans have any estate planning documents in place and many of those have documents that are outdated. This is unnecessary and ultimately costly. The holiday season is a great time to establish a plan or review your plan and ensure  it is up-to-date.

Contact Me and Put Your Affairs in Order

If you would like to complete your estate plan expeditiously and at a reduced rate, please contact me today at (571) 403-2619 or aubrey at carew sizer law dot com and take advantage of this special offer.

Posted on: October 18, 2017