The Unexpected Challenges of Being an Estate Executor
When someone asks you to be the executor of their estate, it might seem like a straightforward responsibility – distribute ...
I am excited to hear from you and that you have finally made the first step toward your financial planning!
I look forward to meeting you and hearing about you and your family and helping you decide what you and your family really need moving forward if something were to happen to you. Our goal is to keep your family out of court and court of conflict.
If you are ready to get started, please schedule at 15 minute free consultation to see if you are ready to come in for a Legacy Planning Session.
Still unsure? Its normal to be a little uneasy about estate planning. Many of our happiest clients started just where you are right now.
But, when they read the best-selling book on estate planning for families, Wear Clean Underwear (I know, it’s a funny name, right?) they felt more at ease, educated, and informed. I would love to send you a copy of this eBook for free, as my gift to you for considering working with me.
Simply fill out our contact form and enter your name and email address and I’ll send you Wear Clean Underwear: A Fast, Fun, Friendly – and Essential – Guide to Planning for Busy Families.
We help you rest easy that your family knows what you want when you pass.
We have creative financing available to our clients so you can plan now.
When someone asks you to be the executor of their estate, it might seem like a straightforward responsibility – distribute ...
As Valentine’s Day approaches, you might be thinking about flowers, chocolates, or a romantic dinner. And hey, those are all ...
When you create an estate plan that includes a living trust, you’ve taken an essential step toward protecting your home ...
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