Celebrate Your Caregivers! Teachers and Nurses we see you and we thank you! This month is National Caregiver Appreciation Month, and you may not have known it was an official holiday. But, there are 65 million caregivers now, just in the US alone, and if you are one of them, we want to celebrate and appreciate you. Because you deserve it. And, as a caregiver, with so many people counting on you, you know how important it is to get your estate plan set up right, or fixed up, if it’s been a while since you first got it handled.
DURING YOUR PLANNING SESSION YOU AND YOUR SPOUSE WILL DISCOVER...
Why you need an estate plan, even if you aren’t rich. (And, how it may be even more important for families of modest means)
The 3 things your estate plan must include (and almost certainly doesn’t right now, even if you’ve worked with a lawyer).
How often your Will or Trust needs to be reviewed and updated to ensure your plan works for the people you love.
What estate planning should cost and who pays the cost of a “too cheap” plan.
The Planning Session is absolutely FREE and there is NO OBLIGATION and NO PRESSURE.
Did you know that unless your estate plan is set up properly and kept up to date it could cost your family as much as it costs you to buy a new car...or that your children could end up in the arms of a stranger...even if you have named guardians or have a will?
In honor and appreciation of your caregiving, we have a special “We Appreciate Your Care” promotion. If you are one of the first 5 caregivers to book a Family Wealth Planning Session with us this month, we’ll waive our normal $750 planning session fee, plus send you to a local coffee shop to celebrate your hard work, after you come in for your planning session.
That’s how we reward you for doing what you know you need to do anyway. We see that as a win/win. So call today, schedule your Session, get your estate planning handled or updated, and have a coffee on us. Thank you for your care!
TO SCHEDULE YOUR FAMILY WEALTH PLANNING SESSION, CALL ME AT 405.249.1390 AND SAY YOU WANT THE CAREGIVER CARE PACKAGE. OR GO TO LEGATUMLEGALOK.COM AND SCHEDULE YOUR APPOINTMENT.
Health and Wealth to You and Yours,