Attention Loving and Caring Parents…

“This Holiday Season Give Your Adult Children

a Priceless Gift That Will Last Your

Family For Generations”

You mau know the value of this gift because you may have invested in it
for yourself, now you can give this same treasure to your family…

 

If you have an adult child who does not have a rock solid estate plan like you do, then I have an answer to the question “What can we get the kids for the holidays?”

Give them the most unique and important gift you can – their own estate plan!

Now before you dismiss this as being downright crazy, consider this…

You may have had me prepare your estate plan for you because you wanted to:

• Protect the assets you’ve worked a lifetime to acquire – cash, real estate, securities, business interests, life insurance, pension, etc.
• Hand down everything you own to the people you choose – without interference from courts, creditors, relatives or the IRS.
• Beat the estate tax no matter how big your estate is – even if it’s not covered by the estate tax exemption.
• Pass on more than just your money!
• And for many other important reasons as well.

If so, do you remember the peace of mind you had, after your estate plan was in place? Well, you can give the gift of that same peace of mind to your children as well.

Maybe you’ve talked to your kids about the importance of having an estate plan in place but they “just haven’t gotten around to it” yet. (You know how kids are these days.)

Now you have the opportunity to take care of it for them – so you can stop worrying.

Listen: You are leaving your children an inheritance to help them be financially secure while still encouraging them to succeed on their own. And you did or, hopefully, will do the right thing by putting in place an estate plan that was designed for this purpose.

But unless your children have their own up to date estate plan, there’s a good chance your efforts could be diminished. Without an updated estate plan in place, your kids’ assets (possibly including what you leave to them) would be trapped in the court process, could even be subject to estate taxes and if you have grandchildren and legal guardians have not been named, you could find yourself in Court against your in-laws, fighting for custody and control.

By giving the gift of an estate plan to your son or daughter, you are contributing to the overall growth and preservation of your family’s wealth. At a time like this, what could be more important?

Here’s how this works…

After you give your child the Estate Planning Gift Of Love (I’ll tell you more about that in just a minute), your child or your child and their spouse will come into my office for a Family Wealth Planning Session. During this Planning Session, they will:

• Get Their Financial House in Order and Keep it that Way;
• Ensure Their Kids (& Spouse) Are Prepared for Life Without Them;\
• Legally Avoid ALL Estate Taxes & Keep Their Family (Including You!) Out of Court If Anything Happens;
• Learn the Secret to Protecting Their Kids’ Inheritance From Lawsuits and Divorce (By the Way, If Your Plan is Not Set Up to Protect Your Kids’ Inheritance, Contact me!);
• Leave Their Loved Ones a Gift Far Greater Than All the Money in the World;
• And, If You Have Grandchildren, Choose the Right Guardians for Their Kids and Avoid Making any of the Six Common Mistakes Most Parents Make When Choosing Guardians.

(Keep in mind that your children might think they don’t need this, but obviously you know that they do. They may also think they have it all taken care of, but sadly in most cases people think it’s all taken care of, and it’s not.)

Within four weeks of their Planning Session, your child will return to our office and sign his or her estate planning documents and their estate plan will be complete … thanks to you.

Now You’re Probably Wondering What the Investment
Is for This Holiday Gift of Love

Enclosed you will find my fee schedule. You’ll see that our comprehensive estate plans run from $2,000-$8,000 depending on the level of the plan and the services desired.

Although you can get an Estate Planning Gift Of Love in any of the amounts on the fee schedule. I recommend you select the “Trust Plan”. This will give your son or daughter a comprehensive, solid plan they can grow with.

Your Estate Planning Gift Of Love comes as a beautifully embossed and personalized certificate in a lovely leather holder. It looks impressive and says to your child, “I love you and really care.”

But That’s Not All!
I Have TWO Gifts For YOU As Well

When you invest in the Estate Planning Gift Of Love for your child, I want to thank you for your caring generosity by giving you two gifts.

First, your gift is a free UPDATE of your current estate plan. I will make sure it is up to date and everything is in order, including making any changes that need to be made. I normally charge a minimum $950 for this type of review and update (for clients not on our Family Wealth VIP Membership program), but with your Gift of Love investment, you get this update free.

Your second gift is worth far more than just money, it’s a “Priceless Conversation.” During this conversation, we will ask you a series of questions designed to record your thoughts, beliefs, stories – in essence, your life, to be passed on to future generations. You see, I believe that not only should you pass on your money, but your emotional, spiritual and intellectual assets as well. The Priceless Conversation does just that. This has a value of $375, but it’s yours free. (Your child also gets this for free with your Estate Planning Gift Of Love.)

Here’s What To Do Next…

I’m sure you probably have some questions about this, so I want you to call my office at 818.905.6088 and speak with Hasmik. She can give you all the answers you need and then, if you decide you want to give the Estate Planning Gift Of Love to your son or daughter, Hasmik can get your gift mailed in plenty of time for the holidays.

(By the way, if you call with questions Hasmik is not going to try and “sell” you anything, she is here to help you.)

I understand the Estate Planning Gift Of Love is a very unique present to give to an adult child. It’s also one that will make a lasting impression. And while traditional gifts are fine, the Estate Planning Gift Of Love is the only gift that keeps on giving for generations to come.

Imagine the looks of surprise, respect and maybe even a little bit of envy, on your friend’s faces when they ask you, “So what did you get your kid for the holidays?” And you reply, “I gave them a gift that will protect our family for generations. I bought them their very own estate plan.”

Give Hasmik a call right now at 818.905.6088 and give the gift of love. It sure beats fighting the crowds at the mall and this gift truly says, “I love you and care for you now and forever.”

To Your Family’s Wealth, Health & Happiness,

Gerald L. Kane
Your Lawyer for Life
Gerald L. Kane & Associates
818-905-6088

PS: As always, if there is anything I can do for you, please don’t hesitate to give me a call.

PPS: Do you have more than one child you’d like to give an Estate Planning Gift Of Love to? If so, please ask Hasmik about our special family rate. Call her today at: 818.905.6088