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ESTATE PLANNING BECAUSE YOUR FAMILY IS WORTH IT

Book Your Estate Planning Session

ESTATE PLANNING BECAUSE YOUR FAMILY IS WORTH IT

Book Your Estate Planning Session

Welcome! This is the first step toward establishing the planning for yourself and everyone you love. I look forward to learning more about you, your family, what matters the most to you, and making sure that your wishes are carried out with ease. I believe estate planning is so important, yet something that people may overlook or put on the backburner . . . until it’s too late. This is why I decided to specialize in wills, trusts, and estate planning to make sure that my clients get their estate planning done correctly.

When you’re ready to start the planning process, please schedule a free consultation here.

Far too often today, people don’t realize the importance of estate planning. However, having an estate plan in place is crucial for everyone, at any age, especially when minor children are involved.

I’ll always remember a story my colleague, Paul, told me: His friend was married and had children, but didn’t have any kind of estate plan in place. He told his friend that he would prepare an estate plan for him – even if it was just a basic plan.

The friend replied, “Yeah, okay, I’ll get it done later.” Paul, knowing his friend very well, knew that if his friend put this off any longer, it wouldn’t get done.

Now, Paul is a very witty and humorous person – he simply told his friend, “Okay. That’s fine. Just call me the day before you die so I can write up your will.”

His friend was a little confused at first, and replied, “But I don’t know when I’m going to die . . .” Paul just stared at his friend and didn’t say a word. His friend immediately realized and stated, “Ohhhh!!”

Fact of the matter is, death is inevitable, but you don’t know when it’ll happen. While you can’t change this, you can plan for what happens with the people you love and care about most. Creating a solid plan right now, while you are alive, will save your loved ones the time, money, and heartache after you pass.

I’m here to help you have an estate plan that you are happy with and make sure it’s done correctly. I want to give you an estate plan that you understand and care about.