Planning for the future starts in the present.

The time to plan for the unexpected and difficult is now. Whether you are a single adult, a single parent, parents with minor children, an unmarried committed couple, a grandparent raising a grandchild, or a retired couple, whatever your circumstances, it is best to be prepared for what life may bring. A comprehensive will or trust plan is a fabulous tool to defend yourself and your family against the unexpected and to anticipate “the next steps”.

Every adult should have a will or trust plan. You don’t have to be “super rich” to benefit from estate planning because it encompasses asset management in life AND death, as well as giving you and your family tools to handle potential medical issues and mental incapacity. Mental incapacity can result from any number of unexpected events and at any age.

Know what your options and choices are so you can make informed decisions based on your circumstances. The decision is yours.

Not sure where to start?

Schedule a call and I’ll walk you through it.

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