We understand that it feels hard to get around to estate planning; it sounds about as fun as getting a root canal. However, we also understand that we all want to make sure that our loved ones are protected and receive our hard-earned assets – regardless of whether we have $10 million or $10,000.
Don’t let these common roadblocks stop you from protecting yourself and your family.
Who Wants to Talk About Death?
Discussions of death, dying, and illness – money and family – will and trusts – make many folks uncomfortable. Of course, that’s normal. But, don’t let a few minutes of feeling uncomfortable stop you from taking care of yourself and your loved ones.
This Isn’t a Good Time.
Everyone is busy. We understand that, but there’s never going to be a better time. Call our office, get on the calendar, and get it done.
I Don’t Get It.
Estate planning is documented in legal papers; finances are discussed; the law is analyzed. It’s common to feel uncomfortable in a world you’re not familiar with. If that’s what you are thinking, you are not We’re here to guide and help you.
Estate Planning is Only for “Rich People.”
Your family matters, and will be affected by your death, no matter how little or how much you have. Estate Planning is about having a plan in place that will help ease some of the stress that inevitably follows a loved one’s passing. We will create a plan that is as unique as you and your family.
The truth is that estate planning isn’t really as bad as a root canal. We’ll talk with you about your goals and concerns, analyze your family and financial situation, and work with you to come up with a solid plan that addresses your family’s unique circumstances. You provide the information, which we always keep confidential, and we’ll take care of everything else.