Basic Estate Planning

Item Number: SS15
Time Left: CLOSED
Value: $1,800
Online Close: Oct 15, 2009 10:00 PM EDT
Bid History: 0 bids
Description
Abbey friend Lisa McCurdy from The Wealth Counselor, is offering an estate planning needs assessment, including a Last Will and Testamnet, Power of Attorney (Durable) and Living Will/Advance Medical Directive. The Wealth Counselor counsels clients on all aspects of estate planning, including wills, trusts, durable powers of attorney, asset-protection, business legacy and succession strategies, planned giving, guardianship and perservation of government benefits for the elderly and disabled. Her clients include families, business owners, established professionals and celebrity athletes and personalities.
Special Instructions
Expires December 2010