Plan for You = Plan for Them.
An hour of planning can save you 10 hours of doing
- Dale Carnegie
Ready to Plan? Let me Help!
On the Fence? Consider the following:
Incapacity, disability, and death may occur without enough notice for proper planning, which inevitably causes (more) stress for loved ones and avoidable costs than if there is a current estate plan in place.
There is no "perfect time" to begin this process, so try not to get caught planning for just the right time. Now is the right time. Incapacity and death do not wait until we are ready, old, rich, or our children have left the nest.
If you would rather select who would handle your finances, property, relay your medical wishes, and/or raise your minor children, you need to have legal documents in place, otherwise you may be leaving these decisions up to a judge.
If you think you might change you mind about the way you initially plan things - you can make those changes as life happens.
Complimentary Virtual Webinar
***Summer Dates To Be Announced***
Attendees may receive a discount on an estate plan
Kelly has been practicing law for 20+ years. During the later part of her career, she has been able to focus on estate planning - particularly assisting the sandwich generation get their goals and wishes on paper to assist children and loved ones down the road. She enjoys estate planning because it allows her to talk with many people and work together with them on something that is common to us all. She is married and has two children, so she personally understands why planning is important, who we do it for, and the sense of relief and accomplishment that you feel when your plan is in place. Creating a comprehensive estate plan requires an open and honest conversation, with an emphasis on listening to a client's concerns and wishes, to best determine the plan for them, and when you work with Kelly that is what you will receive. Whether it is working on a new estate plan or reviewing an existing estate plan, Kelly provides focused attention to each of her clients. Her goal is always to make sure her clients understand the product they receive.