I completely understand that it feels hard to get around to completing your estate planning; it sounds about as fun as getting a root canal. With that said, I also understand that most people want to make sure that their loved ones are protected and will receive their hard-earned assets – regardless of whether they have $50,000 or several million.
Don’t let these common roadblocks stop you from protecting yourself and your family:
- Who Wants to Talk About Death? Discussions of death, dying, and illness – money and family – wills and trusts – make many folks uncomfortable. Of course, that’s normal, but don’t let a few minutes of feeling uncomfortable stop you from taking care of yourself and your loved ones.
- This Isn’t a Good Time. Everyone is busy. I understand that you may not have a lot of downtime, but there’s never going to be a better time. It does not take too much time to complete your planning. Call my office, get on the calendar, and get it done.
- It’s confusing. Estate planning is documented in legal documents, your finances are discussed, and the law is analyzed. It’s very common feel uncomfortable since this is new to you. If that’s what you are thinking, you are not I will translate complex legal concepts into everyday layman’s terms for you so you will not be confused or overwhelmed.
The truth is that estate planning isn’t really that bad. With my assistance, your estate planning will be completed smoothly. I will chat with you about your goals and concerns, analyze your family and financial situation, and work with you to come up with a solid plan. You provide the information, which I always keep confidential, and I’ll take care of everything else – taking the burden off of you. Email me at [email protected] or call me at (858) 432-3923. I look forward to serving you!