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Act Now and Save: Lock in Your Estate Plan for $500 Less!

As the end of the year approaches, it's time to start thinking about getting your estate plan in order. Even if you've been putting it off for a while, now is the perfect time to make a decision. If you act before December 31, you'll be able to save yourself a significant amount of money. With the savings of $500, you could put it towards something else that you've been wanting to do. But if you do wait until the new year, you'll be forced to pay the higher rate which is something you'll want to avoid.

The Importance of Estate Planning:

1. Planning for the Unforeseen:

A plan encompasses a range of considerations, including who will have decision-making power over your healthcare in unforeseen circumstances. Having a solid estate plan not only ensures that your wishes are known, but it also provides your loved ones with a roadmap to follow when navigating what can be a difficult and emotional time. From wills to trusts and healthcare directives, a comprehensive estate plan offers peace of mind and security for you and your loved ones.

2. The Financial Impact:

Estate planning can have significant financial implications for you and your heirs. Acting now not only allows you to secure your wishes but also offers a substantial cost-saving advantage!

Seizing the Opportunity: Save $500 Before the Price Increase

1. Current Rate vs. 2024 Increase:

One of the most pressing reasons to take action now is the soon-to-be-implemented price increase for our estate planning services. If you're thinking about utilizing this valuable service, acting swiftly could save you a whopping $500 in fees that will be imposed starting in January 2024. While this may not seem like a substantial amount at first glance, it could easily be redirected towards other financial goals or simply retained for peace of mind.

2. A Wise Financial Decision:

Consider this as an opportunity not only to secure your estate plan but also to make a prudent financial decision! You are not just saving money; you are investing in the future financial well-being of your estate and beneficiaries.

How to Get Started:

  1. Go to or our done-for-you option 

  2. Don't let the opportunity slip away! Start now to secure your estate plan at the current rate and save $500 before the price increase in 2024.

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