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January 15, 2014 at 3:23 am #610190
Myr-myrParticipantI’d be grateful for a personal referral.
January 16, 2014 at 8:13 pm #803184
Michael AtkinsParticipantHi Myr-myr:
I was sent your post and am just following up. If you would like to discuss Wills, Trusts, Durable Power of Attorneys, or Living Wills, I offer flat rates, for example: a simple Will is $150 ; add trust provisions and its $250.
Michael Atkins, Attorney
January 18, 2014 at 4:06 am #803185
Myr-myrParticipantMichael, thanks for your reply. O will be in touch next week.
January 20, 2014 at 10:49 am #803186
FreeRangeAuthorParticipantMy mother and I got Revocable Living Trusts in 1992 from Heritage Benefits. They have free seminars on the products they offer. http://www.hbfsi.com
Since there is no obligation I would highly recommend finding out what they have that could help your needs.
When my mother passed in 2011 the Living Trust really made the process of estate transfer very easy, NO PROBATE required. I just took the Trust papers and death certificate to the custodians of her assets and the transfers happened. Within 3 months all the transfers were complete. The only cost related to the transfers was about $100 for lawyer fee to write the proper papers for a real estate holding in Oregon.
On the investment side Ed Day only promotes products he personally owns, he travels to speak with the investment packagers. I consider his recommendations to be solid and conservative to protect the principal.
I highly recommend you check them out.
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January 22, 2014 at 12:54 am #803187
Myr-myrParticipantFreeRangeAuthor. I do appreciate your recommendation. I met with Michael Atkins this morning and received valuable advice and really good questions. Thanks, neighbors!
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