Welcome and congratulations on taking the important steps of protecting all that you have worked hard to acquire and most importantly, to protect those you love.
Here you will find a series of articles, links to other educational information, and videos on the various topics that surround proper Estate Planning. I encourage you to include your significant other in this educational journey and listen to the videos together.
The most important part is to take action. For reasons that are evident, we have no idea when these plans will need to be enacted. This is not a do-it-yourself proposition. This is one area of life where professional assistance is necessary. One mistake is all that is needed for all your plans to be eliminated, and you will not be there to fix things.
Read, Listen, Discuss and then contact me. We will meet by phone or in-person to make sure you have all your questions answered. A proper plan is also flexible, so you do not need to have everything perfect to get started. Changes can and will be made. The idea is to begin. Your family and your Legacy are counting on you.
Estate Plan Services Coordinator