Here’s an unusual and generous gift for the holidays: a free review of your Living Trust / Estate Plan, a $400 savings.
The attorneys at Hart, Mieras & Morris, with offices in Arcadia, Burbank, Glendora, Ontario, and Whittier, who have created Living Trusts/Estate Plans and Charitable Reminder Trusts for more than 40 years, are giving something back in the spirit of the season. The offer is open to anyone whose Living Trust/Estate Plan has not been reviewed in the past four years and who may have experienced life changes such as marriage, births, children coming-of-age, divorce or death. A regular review usually takes at least 45 minutes and is charged as a $400 consultation.
With tax laws expected to change in about a year, Hart, Mieras & Morris are leaving the offer open until February 29, 2012. You may call (800) 529-5570 to schedule an appointment for a free Trust review with one of the HMM attorneys.
Attorneys Ed Hart and Wes Mieras launched the firm in 1963, and senior partner Gary Morris joined in 1972. Their office in Arcadia is located at 255 E Santa Clara St, Suite 300. Phone: (626) 445-1212.
— By Scott Hettrick