Complete Trust-Based Estate Plan Package


Item Number: 802

Time Left: CLOSED

Value: $2,500

Online Close: Mar 1, 2015 10:00 PM PST

Bid History: 21 bids - Item Sold!


Description

Complete estate plan package prepared by estate planning attorney (and Crocker dad), Lee Kaster. This package has a value of $2,500, but the peace of mind you will have knowing that there is a plan in place for your estate and dependents is priceless. Package includes revocable living trust, pour-over wills, durable powers of attorney, advance health care directives, trust transfer deed, trust funding instructions and advice regarding beneficiary designations for retirement accounts and life insurance policies. It does not include estate tax planning (beyond portability, the marital deduction and applicable exclusion amount), special needs planning or setting up lifetime or dynasty trusts for children or descendants. For more information about Lee and his practice, visit www.kasterlaw.com.

Special Instructions

If you live outside the Crocker Highlands area, any items you win will be shipped to you after March 8, 2015. Bidder is responsible for Shipping and Handling fees, which will be added to the winning bid amount. Items will be shipped via USPS and billed at standard industry rates.

Donated by

Law Offices of Lee L. Kaster