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CPP Members Only: All the OTHER documents in your binder

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Date/Time
Date(s) - 21 Jun 2012
12:00 PM - 1:00 PM

Location
David J. Harowitz, P.C.

Category(ies)


The foundation of any estate plan is a trust (or sometimes a will).  But every estate planning client is also protected with numerous other documents.  Powers of attorney, healthcare directives, personal property memorandum, assignments, declarations, deeds, etc.  These additional documents are necessary for the complete protection of any family.  This event is limited to Client Protection Plan members and their guests.

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Testimonials

We thought we were covered by our previous trust, but were surprised to learn it was lacking legally. Thank you David for preparing us a fully functional trust, plus bonus provisions you have provided.

Larence and Esther B.

Past and current experience were of such quality that we are satisfied and anticipate remaining involved with David’s organization.

Larry and Frances K.

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