• Member Announcements

  • Hot Deal

    Offer Valid: 11/01/2019 - 12/31/2019
    Commitment To Planning
    Get a Revocable Living Trust Package, which includes a Declaration of Trust, Durable Power of Attorney for Health Care, Durable Power of Attorney for Property, Pour-Over Will, Real Estate Deed Transfer, Asset Transfer Instructions, Updated Beneficiary Designations, Estate Planning Portfolio Binder, and peace of mind knowing you are leaving your family in a much better place.  Normally priced at $2900 for Married Partners and $2,400 for Individuals.  Your price between now and 12/31/19 is only $2,320 for Married Partners and $1,920 for Individuals.  All you have to do is commit (not complete) to having your trust done.  



    Get a Will Package, which includes a Last Will & Testament Tailored for You, Testamentary Trusts for Children or Grandchildren, Durable Power of Attorney for Health Care, Durable Power of Attorney for Property, Updated Beneficiary Designations, Estate Planning Portfolio Binder, and of course, peace of mind.  Normally priced at $1600 for Married Partners and $1,200 for Individuals.  Your price between now and 12/31/19 is only $1,280 for Married Partners and $960 for Individuals. All you have to do is commit (not complete) to having your Will done. 

     

    I am committed to getting this done, Dave.  What do I have to do?



    Three Easy Steps.

    Step #1-Send me an email to: David.Watson@watsonatlaw.com and tell me "I AM IN".

    Step #2-You will then be sent our estate planning questionnaire to complete before we meet.  

    Step #3-Schedule an appointment to meet to go over your situation where I will analyze and make recommendations.  



    *Does not include complex estate planning, GST trusts, Irrevocable trusts, or special needs trusts.  


     

    This Hot Deal is promoted by Mequon-Thiensville Chamber of Commerce .

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