Family Wealth Planning Session

Service Description

Blyss typically charges $750.00 for a two-hour, comprehensive Family Wealth Planning Session (this fee can be waived if you complete some pre-session "homework"). During these sessions, Blyss will review what you do or don’t have in place to ensure the well-being and care of everything you own and everyone you love, in the event something happens to you. If you have nothing in place now, she will discover whether the State’s plan for you is sufficient. If it isn't, she will design a plan - on the spot - to ensure things go exactly as you would want them to when something does happen. If you do have an existing plan, she will review whether it still reflects your current wishes, assets, and the most up-to-date laws. Whether you need a new plan or not, just this process alone will get you more financially organized than ever before and will provide total clarity around what you need in order to ensure you’ve handled your personal affairs in the most loving way possible. Call today to schedule your Family Wealth Planning Session so you can gain the peace of mind of knowing you’ve done everything to plan for, and make life as good and easy as possible for, those that you love.

Contact Details

• 405 West 36th Avenue, Anchorage, AK, USA

  (907) 313-9605

  blyss@bcruzlaw.com