Foundational Estate Planning
About fifty-five percent of American adults don't have a Will. Of those who do have a Will, many do not update it or consider other estate planning tools to make sure they and their loved ones are adequately prepared.
Fear and procrastination can restrict productive planning and ultimately cause added grief and pain for family left behind. Even failing to consider lifetime planning can create unnecessary expense and exposure for individuals.
Our goal is to help you learn about what tools may be most effective to maximize the benefit of your hard work. We want to set the standard for necessary estate planning and create a solid foundation for peace of mind.
The best way to start the planning process is to meet with us for a free 30-minute consultation. Schedule an appointment to get started.