“True heroism is remarkably sober, very undramatic. It is not the urge to surpass all others at whatever cost, but the urge to serve others at whatever cost.” -Arthur Ashe
On Veterans Day and every day, I want to say a heartfelt thanks for our veterans’ sacrifice and service. I work with many veterans on estate planning and in nonprofit-related work, and it’s always an honor. There are not enough “thank you’s” in the world to express my gratitude for what they have done for our country.
As a veteran your story is important. Your legacy is important. To preserve that legacy of strength and service, you need an estate plan to ensure your property and assets are distributed to your loved ones and favorite charities in accordance with your wishes.
So, in an attempt to express my gratitude I would like to offer 25% off the cost of an estate plan package to all Iowan active duty or retired service members. The discount will be honored through 11/30/2019. Contact me via email or by phone (515-371-6077) to discuss your estate planning needs.
What does an Estate Plan Include?
There are six documents that should be part of most everyone’s estate plan.
- Estate planning questionnaire
- Power of attorney for health care
- Power of attorney for finances
- Disposition of personal property
- Disposition of final remains
You should keep these documents updated and current. (Here are a few common “big” events that necessitate estate plan revisions.) Also, don’t forget about assets with your beneficiary designations. For most Iowans, that’s good – six documents, keeping them current, and also remembering about those assets with beneficiary designations.
Cost of an Estate Plan
Because I want every Iowan to have an up-to-date estate plan I’m very transparent with the cost of an estate plan that takes into full consideration YOUR situation. (This is why you need an experienced estate planner to draft your documents.) Speaking very generally, an estate plan from my Firm usually costs a single person about $790, and a family about $990. So, with this Veterans Day discount, that’s a saving of about $197.50 for singles to $247.50 for a family.
Estate Planning Process
I write about my process at length, but it’s just five steps! Seriously, it’s not that painful. My clients report back to me that they have such relief and peace of mind when it’s completed.