We all have estate plans in place whether we implement them ourselves or not. Obviously, it’s better that we create an estate plan for our families as opposed to allowing our governing body to do it for us. That is, if we intend to stay in control of our money.
Even after we’re long gone. We can still execute our vision. Otherwise, all of our hard earned money could effectively go to strangers.
To prevent something like this from happening we educate our clients on the rationale behind preparing an estate plan and what can happen if we procrastinate. The ills of probate is real. Stop the proverbial clock, take a time out, and plan for the inevitable. Your family needs you to.
- Estate Planning Education
- Revocable and Irrevocable Living trusts
- Permanent Life Insurance
- Long Term Care Insurance
- Disability Insurance
We value Performance, Prosperity, Protection, Privacy, and Peace. If your values are inline with ours, give us a call.