We haven’t heard from you in a little while. We just wanted to start the new year off by offering you a discount certificate for $250 off a trust-based plan. Call us at (617) 299-6976 or send an email to firstname.lastname@example.org by February 15, 2023, to get your estate plan back on track and benefit from this certificate.
By creating a trust, your assets will be transferred to your loved ones more quickly upon your death—without the expense and delay of probate. A trust can also help protect your assets from estate taxes. Plus, if you become incapacitated during your lifetime, a trust will ensure your estate is managed by someone of your choice, in the manner you desire.