We understand that it feels hard to get around to estate planning; we all know that it seems like a big and daunting task. 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. We understand the process can be uncomfortable, but we are here to help you through it and offer guidance.
- 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. We make it easy by working the way you do - we offer virtual, mobile and weekend appointments and have a secure client portal for organized communication.
- I don't get it. Estate planning is documented in legal papers; finances are discussed; the law is analyzed. It's common feel uncomfortable in a world you're not familiar with. If that's what you are thinking, you are not alone. We will translate complex legal concepts into everyday layman's terms for you, just like we do for everyone else.
The truth is that estate planning isn't really that bad. In fact, with our help, estate planning is easy. We'll chat with you about your goals and concerns, analyze your family and financial situation, and work with you to come up with a solid plan. You provide the information, which we always keep confidential, and we'll take care of everything else.