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 only ends up causing stress for loved ones and costing more money than if you had a current estate plan in place.
Unfortunately incapacity and death do not wait until we are ready, old, rich, or our children have left the nest. There is no "perfect time" to begin this process, so don't get caught waiting for just the right time.
Do you prefer selecting who would handle your finances, property, convey your healthcare or medical wishes, and/or raise your minor children, if you could not do so or would you prefer a judge do it? If you would rather do it, you have to plan ahead.
Complimentary Virtual Webinar
***Summer Dates To Be Announced In July***
Attendees receive a discount on a finalized estate plan
Kelly has been practicing law for 20+ years. During the later part of her career, she has been assisting the sandwich generation get their estate plans in order. She enjoys estate planning because she gets to talk with a variety of people and work together to help each person with 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.