Estate Planning Made Simple

Plan your estate in three easy steps:

1. Schedule a Consultation (in-person or zoom)
2. Receive & Review Drafts
3. Sign Documents

You may need an updated estate plan if you:

• Have had major life changes recently
• Have recently married
• Have minor children 
• Have young adult children
• Have children with special needs
• Are in a blended marriage
• Do not know what happens to your assets if you die and your spouse remarries

Not having an appropriate estate plan could lead to:

• Young beneficiaries receiving too much at one time
• Beneficiaries having no creditor or predator financial protection
• A court determining who will be the guardian of your minor children
• Your estate paying inadvertent taxes
• Missing an opportunity to leave guidance and legacy letters to your beneficiaries

Go ahead! Plan you estate!

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