In the spirit of the holidays, our office is pleased to give back to the community by offering a simplified estate planning option for charitable giving. For a flat fee of $250, we will prepare a simple will naming up to three beneficiaries, so long as at least one beneficiary is a designated charitable organization.
You will meet with our estate planning attorney, Nick Pileggi, to determine whether this initiative is appropriate for your needs and to discuss your legacy goals. After meeting with you, Nick will prepare the documents, review them with you, and oversee their formal execution in our office. Please note, the Charitable Will Initiative is intended for uncomplicated distributions and does not include trusts, tax planning, or complex family arrangements. For complex matters, please schedule your free consult with our senior attorney, Kara Daley.
We are excited to support nonprofits during these challenging times by helping you establish your charitable legacy.
Call us at (541) 738-2445 to set your appointment.
