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We the people close up

We’re headed “back to school” on the blog this month, and I couldn’t pass up today’s fantastic excuse for a short American history lesson!

Fourth of July gets all the attention for red, white, and blue pride, but Constitution Day is a lesser-known, but still important reason to celebrate America’s values of freedom, democracy, and liberty. Constitution Day commemorates the formation and signing of the U.S. Constitution on September 17, 1787. The Constitution was signed in Pennsylvania at the Constitutional Convention by 39 men including Alexander Hamilton, Benjamin Franklin, James Madison, and George Washington.

Mount Rushmore

There’s a wealth of American history I encourage you to explore to understand in full the lead-up of events that led to the execution of the Constitution. TIME wrote a great piece and the National Archives offers up some great information.

Constitution Day also stands to recognize everyone who has become an American citizen. According to USCIS, more than 260 naturalization ceremonies were held across the nation as part of this year’s Constitution Week. In fact, before 2004, the day was called Citizenship Day.

Statute of Liberty

For me, the Constitution represents one of the most important legal foundations, on which the world’s oldest constitutional republic is build. That said, we must never forget the privilege it grants us and the duty we all have as citizens to protect it through civic engagement and knowledge. What does Constitution Day mean to you? Tell me in the comments below!

“The strength of the Constitution lies entirely in the determination of each citizen to defend it. Only if every single citizen feels duty bound to do his share in this defense are the constitutional rights secure.”
― Albert Einstein

While it’s not the Constitution, your estate plan is similar in the way that it’s a guiding document that guides people in the future as to your goals and intentions for your property, body, charitable giving, and what you want to happen with the people and pets you care for. So, you can think of yourself as a “founding father” of the legacy you want to leave. Ready to put your “John Hancock” on an estate plan? Get started with my free Estate Plan Questionnaire or contact me.

estate plan sale

WHAT IS AN ESTATE PLAN SALE?

For a limited time only (June 15 to July 15, 2017), you can receive a standard estate plan (which consists of six “must-have” estate planning documents) for only $500 (five hundred dollars). You will be billed only at the conclusion of this process, when you are executing the documents. So, obviously, you won’t pay anything until you are completely satisfied with both the plan and your understanding of the plan.

man working at desk on computer

What if you need or want, something more than the standard estate plan? Like, say, a revocable living trust? A standard estate plan, including a revocable living trust, will only cost you $1,000 (one thousand dollars). A revocable living trust accrues several benefits, including avoiding probate; saving costs, taxes, and fees; getting bequests to beneficiaries more quickly; and privacy.

I should note that either package comes with as many consultations (meetings, emails, and phone calls) with me as you reasonably feel we need to finish your estate plan. Again, you’re not sitting down to execute the documents, and so you’re not being billed (let alone paying anything!), until you are completely satisfied with both the process and the results of the process.

Gordon Fisch Estate Plan

WHY?

Why have an estate plan sale? Several reasons, actually.

To begin, the mission of my law firm is to promote and maximize charitable giving in Iowa. Straight up, the more estate planning Iowans do, the more charitable giving will occur.

Sure, not everyone who constructs an estate plan uses it to give to charities, but many do. Again – it’s simply a numbers game; the more estate planning, the more money flowing to worthwhile causes.

Also, 60% of Americans don’t have a will/estate planning. I want to help combat that statistic in Iowa. We can do better. Working together, we will do better.

Grandpa face

Finally, everyone deserve access to a secure future and a legacy. For these reasons, I’m offering very special rates.

HOW?

How much money are you saving? Quite a bit actually!

Speaking very generally, an estate plan from my Firm usually costs a single person about $700, and a family about $850. So, under this Estate Plan Sale, that’s a saving of about $200 for singletons to $350 for your family!

Family: mom, son, and dad

Also, speaking very generally, an estate plan including a revocable living trust, from my Firm, usually costs a single person about $1,300, and a family about $2,200. So, under this Estate Plan Sale, that’s a saving of about $300 for singletons and a whopping savings of $1,200 for your family!

WHERE?

Any Iowan is eligible. I am licensed to practice law in Iowa, and I have clients all over the state. In our modern age of emails, scanning, and cell phones, mere physical distance is not an issue.

I have clients from Burlington and Carroll to Sioux City and Urbandale. If you want to work with me, I want to work with you, and we can easily find ways to do so.

HOW?

I write about my process at length, but it’s just five steps! Seriously, it’s not that painful, it truly isn’t. My clients report back to me that they have such relief and peace of mind when it’s completed.

Peace signs at the golden gate bridge

WHEN?

NOW! RIGHT NOW!

Again, the special deal of $500 for a standard estate plan, and $1,000 for a standard estate plan plus a revocable living trust, will last only a limited time, June 15 to July 15, 2017. I’m already backlogged, so ACT NOW. Do not wait!

We all know, of all the seasons, summer goes by the fastest. Time can run out on you; don’t let that happen.

You can reach me most easily by email at gordon@gordonfischerlawfirm.com or call my cell, 515-371-6077. Don’t delay—write or call today.

A great place to start in on the process is with my Estate Planning Questionnaire.

mom and son on street

DISCLAIMERS

The Estate Plan Sale merely relates to pricing and in no way creates an attorney-client relationship, nor any other kind of professional relationship. The Estate Plan Sale merely relates to pricing and does not create a contract or agreement of any kind.
GFLF, P.C. retains full and total discretion as to who it chooses to serve as clients and why. GFLF, P.C. retains the right to refuse service to anyone it chooses.
The Estate Plan Sale may not apply to individuals or families with a net worth of more than $1 million dollars. (You still need an estate plan, very much so, but it necessarily needs to be much more “complex.”).
Your Farmland and the Future White Paper

I had the chance to write an article pertinent to modern Iowa farmers in a new white paper published by Peoples Company entitled, Your Farmland and the Future: Setting Goals, Taking Action. My piece is focused on the basics of wills, trusts, estates, and estate planning for farmers, farm families, and farm businesses. Peoples Company President, Steve Bruere wrote a great introduction that sums up the need for the paper:

With approximately 30 million crop acres in Iowa, farmland represents over $234 billion of asset value in Iowa alone. According to the latest land tenure study at Iowa State University, 55 percent of Iowa farmland is owned by someone age 65 or older. Using conservative estimates, nearly 50 percent of Iowa farmland could transfer in some form or fashion over the next 20 years. These statistics are similar throughout most of the major agricultural areas in the United States. The future of farmland ownership and agriculture as a whole will look dramatically different than it does today as this wealth transfer occurs. Keeping land in families and local communities is the ideal result, and the only way for this to happen is proper planning.

Regardless if you are a farmer or not, the majority of the estate planning basics apply to ALL Iowans. Scroll to page 26 of this PDF to read the article in full.  Also, scroll to page 32 for a great guide to “Write Your Own Farm Legacy Letter.”