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HELPFUL TIPS

as you consider whether you need an Estate Plan

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1. A written plan can make handling your affairs after your passing or incapacity "easier" for a spouse, child, or loved one, especially during an already emotional and stressful time, and yes, even if they know what you want and what to do.

2. There is no "right time" to begin this process, other than after you turn 18. Incapacity and death do not wait until we are ready, retired, "old enough", "wealthy", no longer parents of minors, or send our kids to college. It is always the right time to be proactive. 

3. You get to choose who handles your finances, property, medical decisions, and raise your minor children, when you need help or at the time of death, not a judge that doesn't know you, your family or understand the family dynamic.

4. Even after your plan is in place, life changes, laws change, and your plan should too.  Keep it up to date to make sure, your current wishes are carried out.

5. Checking "estate planning" off of your to-do list, just feels good!  

Events 

Women Leaders in Business Luncheon
Rochester Regional Chamber of Commerce
August 25, 2022 l 11-1:30p

Wise Women & Money

Cherry Creek Golf Club

Suddenly 18: You now have a young ADULT! 

What every parent or guardian should have in place to (continue) to help their "children" once they are legal adults

 

virtual seminar in September
details coming soon

About Me

My estate planning practice is rooted in the belief that by taking a little time now to plan ahead, you not only help yourself, but inevitably you help your family and loved ones.