Whether young or old, rich or not so much, the time comes when you think about your legacy and the people you care about. Estate planning is all about making sure that what you value goes to the right people, not the wrong ones (like the IRS).
For young parents, estate planning is like insurance: planning for the worst but hoping that you never need it. It’s about setting up the future of your children in case something were to happen to you. It’s not just about finances – it’s also about who you trust to raise your children the way you would want them to be raised.
If your children have all grown up, estate planning is about ensuring your final wishes are heard. When it’s set up right, the probate process is smooth and easy for your children (and maybe even saves taxes!).
Give yourself and the people you love peace of mind.
Don’t put it off any longer! Don’t waste an important chance to help them. Call me now and set up a meeting.