Fall marks the beginning of my favorite time of year. Preparing for the holiday season is the perfect time to create or review your estate plan, especially this year, when many families may gather for the first time since the pandemic's start.
Fall Estate Planning Special
To encourage our current clients to review their affairs and our prospective clients to think through, discuss, and adequately document their important decisions, we are offering all of our estate planning packages at a significantly reduced rate during the month of October only.
This gives clients and prospective 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 those that engage us to commit to the plan during the month of October, with drafting, reviewing, and signing of the plan to be completed by no later than the end of the year.
Eligibility for Offer
The offer applies to any new or prospective client engaging us for comprehensive estate planning or long-term care planning services for the first time.
If you engage us any time during October 2022 and commit to reviewing and signing your new or amended estate or long-term care plan by December 31st, you're eligible for this special!
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 Less than half of Americans have any estate planning documents in place, and many of those have outdated documents. This is unnecessary and ultimately very 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 Today and Put Your Affairs in Order
If you would like to complete your estate plan expeditiously and at a reduced rate, please contact me at (571) 403-2619 or info at carew sizer law dot com and take advantage of this special offer!