Planning for the New Year

Member: Law Office of Patricia Van Haren

Expires: January 17, 2015

Why wait until New Year’s Day to start on your resolutions?

It is time to get your affairs in order and to update your strategies for the protection of your wealth before the year ends.

You may have been thinking, I should really get a trust or maybe it has been a while since you looked at your current Estate Plan or Business Succession plan and you need a check up.

We want to help you! In order to make this easier, we are offering a complimentary Wealth Management Assessment and $500 off of any living trust package from now through the end of the year.  Appointments are limited so contact our office to schedule time.

When you contact us please mention “Newport Chamber Holiday 2015” in order to receive your complimentary meeting and $500 off your living trust package.

 

Tammy Herrada (949) 891-0091

Name: Patricia C. Van Haren
Phone: 9498910019
Website: www.pcvestatelaw.com
Email Address: patricia@pcvlawyer.com