BOO! Estate Planning Isn’t Scary, Unless You Fail to Plan Ahead!

October 31st, 2020

Everything you own is part of your estate, and you should make a plan that dictates how your assets will be distributed among your loved ones when you die. Death is a feared subject, and people avoid talking about it, but Life and Death Planning should be part of our conversations.


Estate planning is all about who you are, who you love, what you own, and how we put all of those pieces together for you. It is about life – what happens during periods of incapacity. And it is about death – what happens to your family after you die. 


The HOW of estate planning is what concerns most people, and causes anxiety or even fear. But fear not! It is my job as your professional advisor to sort out the HOW, and give you guidance on reaching your own unique goals. I promise it will not be scary!

Give Yourself Peace of Mind


Our clients regularly tell us how great they feel after meeting with us. They’ve gotten answers to their questions, options for their life, and guidance for how to care for their loved ones after death. The peace and confidence comes through making a decision!


Your LAST GIFT to your Loved Ones


A well-planned will, trust, or power of attorney is literally the last gift you can give to the people you love. It is a gift to your loved ones because you have thought ahead, eliminating interference from the court, third-parties who have no business in your affairs, and minimizing any opportunity for family conflict. You also have the opportunity to give a gift to your community. Through proper planning, you may leave something to charity or church. And you are doing one more thing as well: if you plan in advance, you are lessening the burden on your local court, community resources, and medical providers. Why? Because YOU have made decisions ahead of time, which eliminates the guessing game.


Ease the Strain on Your Family


When a loved one passes away, the family is overwhelmed with emotional pain, grief, and sadness. I can’t take that away, but I can give them room and space to remember YOU, your life, your legacy, and your impact on the world. Proper planning allows families to check “legal worries” off of their list, opening the way to joyful remembrances of you.


Halloween may be scary, but your estate planning doesn’t have to be! We are here to have the “scary” conversation with you, give you peace of mind, so that you can give your family one last amazing gift. Click here and schedule a life and death planning conversation today.