The Perfect Valentines Day Gift – And a Gift to You!

Want to give one of the most treasured Valentine’s Day gift?  How about a gift that expresses your love for your family and you, and will benefit your children and grandchildren long after you pass away?  A trust package would also make the perfect gift for your children.

The advantages of a trust versus a will—or no will at all—are startling:

  • Without a trust, the probate fees for a relatively modest $800,000 estate will be about $41,000. And the cost is the same whether you have a will or no will at all. By contrast, the cost for an estate planning package is under $4,000, which avoids the probate fees.
  • A probate typically takes between 12 and 18 months to complete, whereas the administration of a trust is typically completed within six months.
  • A probate is a public proceeding, whereas a trust administration is conducted in the privacy of the attorney’s office, unless someone takes it to court.

But most of all, you will have the peace of mind that you have provided security for your family, and perhaps your children’s families, even after death.

And now for my gift to you: If you or your children call for an appointment before February 29, 2024, you will save 10% on your estate plan, a saving of over $300! Enjoy the savings while giving the perfect Valentine’s Day present!