ESTATE AND FINANCIAL PLANNING REVIEW
Item Number: 7618
Time Left: CLOSED
Description
Winning bidder receives either a complimentary 4 hour Estate and Financial Planning review of their current planning, or a complimentary analysis and set up of a Revocable Living Trust and all documents that accompany the RLT.
Special Instructions
Our firm is unique, as it is one of very few boutique Estate Planning Firms with a Financial Planner as a consultant, which means that we don't just come up with Estate Tax strategies, but can actually demonstrate the impact on the family from a Financial Planning standpoint.
Donated by
Jeff Leib