Family Planning Session (a $750 Value) + $250 Towards Your Family's Estate Plan-Lungu Law


Item Number: 127

Time Left: CLOSED

Value: $250

Online Close: Apr 13, 2020 6:00 PM PDT

Bid History: 1 bid - Item Sold!




Description

Compliments of Lungu Law Group


"This gift certificate is good for your Family Wealth Planning Session (a $750 value) + $250 towards your Family's Estate Plan. This session (up to 2 hours) is designed for the purpose of getting your financial life well-organized, clarifying what you have and what you’ll need to ensure you live life responsibly and your loved ones feel well led and well-loved in the event something happens to you. And, if it turns out you need additional planning, you will receive a $250 discount on any Estate Plan.


Estate planning is often considered something you should do if you are wealthy, older, or married. But in reality, every adult, regardless of income level, age, or marital status, needs to have some foundational planning strategies in place if you want to keep the people you love out of court and out of conflict.


What is a foundational estate plan? It can be as simple as a will-based or trust-based plan, depending on your current life situation and future goals."

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