The Essential Plan
When most professionals talk about Wills, Trusts, guardians for children and the like, they talk about “estate planning”. I don’t know about you, but when I hear the word “estate plan” I envision something grandiose, a large castle like building. Quite frankly, most of the people I know don’t have estates like that. I believe everyone should have some type of planning. Estate plans (or an essential plan) are not just about your money and your net value. An Estate Plan is about your loved ones, everything you have worked hard for, and the legacy you want to create. That why I have decided to call it Essential Planning. Because it isn’t just for the wealthy, it is for you, me…and just about everyone.
I also know what it is like to be a busy parent. I know what it is like to worry. That’s why I have made the process simple, straight forward, and teach you along the way. Ready to get started?