Image by Jeremy Banks

Lake Tahoe Estate Planing Retreat

November 12th-14th, 2021

Hosted by A.L. Harvey Law, Attorney Allison Harvey.
Enjoy a weekend in Tahoe while securing your financial future for $3600!

The retreat will include accommodations for a couple for two nights (Friday and Saturday) at famous Granlibakken Resort, a resort credit of $350, appetizers and beverages for Friday night during their estate planning time slot and a revocable trust plan for a couple or single person for $3600. 

The revocable trust plan includes a revocable trust, advanced healthcare directive, durable power of attorney, pour over will with guardianship designation if necessary, instructions for gifts of personal property, transfer of one California residence into the trust.  *Additional fees will apply for additional properties.

The purpose of the weekend is to get an estate plan completed in one weekend while enjoying a beautiful destination. You will meet with Allison two times over the weekend to get your estate plan in order. Space is VERY LIMITED so please book now.

Estate Planning is for Everyone

Many people believe estate planning is only for the wealthy, but that is just not true. Everyone has an estate. If you own a home, car, other real estate property, bank accounts, investments, life insurance, furniture, or personal belongings you have an “estate” and need a plan when you’re not able to make decisions. Creating an estate plan ensures that your estate is protected if you become incapacitated or when you pass and that your wishes are carried out through instructions stating who you want to receive your properties, what you want them to receive, and when they are to receive it. 
 
If you haven’t created your own estate plan, the State of California will decide what happens to you, your children, and your property.