Westside Coalition – 2020 Bowlathon and Online Auction
Auction Ends: Apr 13, 2020 06:00 PM PDT

Other

Family Planning Session (a $750 Value) + $250 Towards Your Family's Estate Plan-Lungu Law

Item Number
127
Estimated Value
250 USD
Sold
83 USD to pw7484794
Number of Bids
1  -  Bid History

Live Event Item

After the online close, this item went to a Live Event for further bidding.

Item Description

Compliments of Lungu Law Group

"This gift certificate is good for your Family Wealth Planning Session (a $750 value) + $250 towards your Family's Estate Plan. This session (up to 2 hours) is designed for the purpose of getting your financial life well-organized, clarifying what you have and what you’ll need to ensure you live life responsibly and your loved ones feel well led and well-loved in the event something happens to you. And, if it turns out you need additional planning, you will receive a $250 discount on any Estate Plan.

Estate planning is often considered something you should do if you are wealthy, older, or married. But in reality, every adult, regardless of income level, age, or marital status, needs to have some foundational planning strategies in place if you want to keep the people you love out of court and out of conflict.

What is a foundational estate plan? It can be as simple as a will-based or trust-based plan, depending on your current life situation and future goals."