It’s that time of the year again. The holidays will be here and gone before we know it, and the time will come for that annual tradition – The New Year’s Resolution.
Whether your resolution is losing weight, quitting smoking or paying down debt, New Year’s Resolutions typically involve topics and subjects that are unpleasant and sometimes difficult to achieve. In our practice, the most common unpleasant topic that is put to the side for another day involves estate planning. Who really wants to discuss guardianship issues of young children in the event of a catastrophic car crash? Or end-of-life issues if one person becomes seriously ill or incapacitated?
At Price & Keir, we try to make the process as easy as possible. We have developed a detailed estate planning questionnaire that navigates our clients through the most common issues for persons contemplating an estate plan. The questionnaire not only formulates the issues for discussion and thought, it also assists our firm in providing recommendations to you and/or your family. At minimum, our estate plans include a Last Will and Testament, a Healthcare Power of Attorney (i.e., a Living Will”), and a Durable Power of Attorney, with fixed cost prices starting at $750.00. Depending on the particular needs of the client, additional documentation such as trusts may be necessary to accomplish the estate planning goals.
For 2014, we are offering a New Year’s Resolution Promotion for persons interested in completing an estate plan as this year’s resolution. Any person or couple that completes and submits an estate planning questionnaire on or before February 15, 2014 will receive 25% off their estate plan, with a maximum credit of $250.00.
Click Here* for our married couple questionnaire.
Click Here* for our non-married person questionnaire.
*For MAC users unable to convert and/or view the PDF forms, please contact firstname.lastname@example.org.
From all of us at Price & Keir, let us be the first to wish you and yours a safe, happy, healthy and prosperous 2014!