Newport Harbor Educational Foundation – Newport Harbor Educational Benefit 2020
Auction Ends: Feb 27, 2020 10:00 PM PST

Services

Longu Law Group - Family Wealth Planning Session

Item Number
243
Estimated Value
1000 USD
Opening Bid
333 USD

Item Description

Family Wealth Planning session. Certificate is good for Family Wealth Planning Session ($750) = 250  towards your Family Estate Plan. This session up to 2 hours is deisgnied for the purpose of getting your financial life well oganized, calrifying what you have and what you'll need to ensure you live life responsibly and your loved one feel well led and well loved in the event something happens. And if it turns out you need additional planning, you will receive a $250 discount on any Estate Plan. 

Our firm is not just about creating a set of documents that you sign, place in a fancy binder and put away on a shelf and forget about. When you work with our firm, you are a client for life. We work with you to support you and your family to create and maintain an estate plan that will actually work when your family needs it. We have seen far too many examples of failed estate plans where plans were not updated, asset titles were not held in the right way or plans did not keep up with changes in the law. We also recognize that most traditional estate plans do not account for the essence of who a person is and that is often times lost with traditional planning. Our planning includes a system that ensures your most valuable “assets,” your stories, insights, dreams and wishes for your loved ones are transferred effectively.

Located in Long Beach. 

Item Special Note

Reedem by 9/6/20.

Donated By:

We would like to thank our sponsors....

Captains Deck

Lido Deck

Upper Deck

Main Deck