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.