Common Estate Planning Questions Part 1 of 2 – On How to Handle Your Assets
When it comes to estate planning, I get many questions about many topics. One of the most common questions I …
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.
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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.
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When it comes to estate planning, I get many questions about many topics. One of the most common questions I …
When legendary singer Tony Bennett passed away in July 2023, he left behind an estimated $100 million estate and, unfortunately, …
As Thanksgiving approaches, many families are busy planning menus, coordinating travel, and preparing for the big feast. While the turkey, …
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