This NovemberA family portrait session, our gift to the first 9 families who engage us for a Lifetime Protection Plan™.Our November gift: a family portrait session.See the details
This is an entry from the firm’s news archive. It is kept as it was written, and it describes an event that has already happened. For current guidance, start with our articles or a Right Fit Call.
CAIN & CAIN, Estate Planners for Life™
OKTOBERFEST 2017
Annual Client Appreciation Event
Saturday, October 28 - 10am to 2:30pm
(OU Kickoff at 7:00 pm)
Bring your family and join us in a relaxed setting for Oktoberfest-themed food and refreshments.
No education - just fun, food, family, football and fellowship!
The 7-Step Family Protection Workbook: Will Your Estate Plan Work When Your Family Needs It Most?
The workbook helps you clarify what you want your plan to accomplish, identify possible gaps, prepare the right people, and decide what to do next, whether this is your first revocable living trust-based estate plan or you are reviewing an old one.
Separately, you can subscribe to A Matter of Trust, a weekly newsletter from Tamara featuring practical estate-planning guidance, thoughtful reflections on family and legacy, and other estate planning ideas worth passing along. Sign up for one or both.
The 7-Step Family Protection Workbook: free, a one-time download
A Matter of Trust: a letter from Tamara about once a week, with workshop dates before they fill
Written by Tamara, not by a marketing department
Is your plan built to grow with your family?
Estate planning is a process, not an event. Start with a Right Fit Call: a short, no-pressure conversation to see whether we are the right firm for your family, and what a plan that walks alongside you would look like.