Congratulations. Just by taking these simple steps you are giving your family (and yourself) one of the best gifts you can ever give: assurance and peace of mind. And if you decide to do your planning with us, we will provide you with guidance, counsel, and planning options that allow you to decide your own fee and the type of plan that is right for you and your family. We will help you design that plan, right then and there, to ensure your family will have as little to worry about as possible if something were to happen to you.
That’s right. Before you even leave our office we can design a plan customized for your particular family situation, financial assets, and planning goals. And that plan can be in place, protecting your family, in as little as four to six weeks after your Estate Planning Session. You’ll gain control, peace of mind, and your family will know just how much you care.