Save on Your 2021 Estate Planning

Maybe you set a goal to get your estate planning done this year and you haven't gotten to it yet. Or maybe a loved one passed away recently and you've realized the importance of getting your own planning in place. Whatever is motivating you to get it done, let us help by giving you one more incentive: SAVE $250 OFF your Trust or Funding Plan when you get it done by the end of the year.

As long as (1) you have an appointment for a Legacy Design Session by the end of the year, and (2) you set the appointment by Thanksgiving, you get the discount. It's that easy.

So on Thanksgiving Day, if you're on the calendar, you just saved $250!

And then we'll have a great time together putting a plan in place for you that will actually work when it's needed.