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Memorial Day Special

In honor of those who have sacrificed their lives for the safety and freedoms we enjoy in this country, we are happy to present two specials for this month.

$500 Off:

$500 off the total cost of any planning fees for the following areas:

  • Trust-based Estate planning
  • Veterans Pension planning
  • Medicaid / ALTCS planning

1 Year of Free Legal Advice:

Our clients who are members of our Client Protection Plan™ receive free legal advice, phone calls, emails and more, throughout the year of membership.  If you become a client during this special, you will receive a one year free membership.  Valued at $755.

Both offers are open to new clients who first engage us during June 2012 and are redeemable only by signing an engagement addendum and becoming a client during the month of June 2012.  Offers cannot be combined.  Offers Expire June 30, 2012.  Print this page and bring to your June appointment to claim.

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Testimonials

Francisco reached out to me and this made a huge difference right from the start. Office staff experienced, knowledgeable and helpful. Ability to blend the prior planning into the updated document - superb. Francisco’s thoughtful and time spent remarkable!

Mark Rubin

We thought we were covered by our previous trust, but were surprised to learn it was lacking legally. Thank you David for preparing us a fully functional trust, plus bonus provisions you have provided.

Larence and Esther B.

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