COVID-19 Rapid Response

To comply with social distancing recommendations and continue serving our community, we put in place a COVID-19 rapid response plan.

SaveSave

All in-person and office workshops for March 2020 and April 2020 have been postponed. However, our Wealth Planning Workshop is now available in a 12-minute video format, accessible by filling out the form below.

SaveSave

Digital processes have been put in place to serve clients, like virtual meetings and in-home signings.

SaveSave

Now more than ever, current events have made it critical to examine wealth and health care planning documents.  Therefore, we have created a Rapid Response Review process for analyzing such documents for a reduced fixed-fee of only $47.  However, this offer will expire on April 30, 2020.  The Rapid Response Review will analyze your last will & testament, powers of attorney and advanced healthcare directive.  We will give you our professional opinion as to whether your documents are invalid, obsolete, HIPAA compliant, and any other concerns we may have about whether your wealth planning and healthcare documents will “work.”  PLUS, if there are any short-comings with your documents, we will make recommendations on actions steps to take.  PLUS, we will credit your $47 toward any legal services that you might engage our firm to do, up to 6 months from the date of our Rapid Response Review.

SaveSave

To gain access to our free virtual workshop or take advantage of our Rapid Response Review for only $47,  please fill out the form below now.

SaveSave

Please be safe and we will see you back in our office on the other side of this temporary inconvenience.

SaveSave