• Comprehensive Estate Planning - 50% Discount

    Offer Valid: 05/19/2022 - 06/30/2022
    Custom Estate Planning Designed to Work!
    My published fees are a good value for comprehensive estate planning by a tax attorney. The 50% discount is an even better deal (maximum estate size $12mm for this discount). It's like being on my maintenance plan for free. I rarely offer discounts, so take advantage now! Once you experience this level of custom planning, you will want to tell others.

    50% discount on comprehensive planning includes revocable trust (3 trusts if blended family) with recommended tax planning and asset protection for beneficiaries, pour over wills, powers of attorney, healthcare directives, deed, and other recommended documents all organized in a large binder, also free notarization.

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    This Hot Deal is promoted by Morro Bay Chamber of Commerce.