Estate Planning for Busy
Parents & Professionals
Peace of Mind Planning Session
What to Expect:
- I want to hear from you! We’ll get to know each other. The more I know about your goals, concerns, family, and assets, the better I can serve you.
- Estate Planning 101. I’ll provide you with a primer about what happens in an estate case and real life scenarios.
- Learn your options and get your questions answered. We will review the differences between a will, trust, and other estate planning tools. We will also explore the potential tax implications.
- Decide if we are a good fit to work together. Once you understand your options, I will introduce you to our service packages with transparent, fixed-rate pricing.
If something happened to you today, do you have the essential documents parents need to have in place?
If not, let's get started today!
We aim to eliminate the overwhelm you may feel and give you the peace of mind you deserve
If you can give me 45 minutes
I will provide information and illustrate the issues parents need to know to ensure they are protecting their children in various situations, some of which you probably have not even thought about.
