What is Estate Planning Exactly?

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Dear Friend,

In my 20+ years as an estate planning attorney, I’ve heard 101 reasons why families don’t plan. And some are quite humorous!

“I’m not wealthy enough.”
“I’m not old enough yet!”
“We have plenty of time.”
“If I get all of my affairs in order, then I’ll die!”
“I don’t even know where to start…”

What these families are missing, however, is that none of us know what lies ahead. While we hope for long, healthy lives, we live in a broken world of the unexpected. And when we don’t have a plan in place, the state has one waiting for us. (One you probably won’t like!) My simple definition of estate planning applies to all of us, regardless of net worth, age, or diagnoses.

Your Estate = Your Stuff
Your Estate Plan = WHO gets your stuff,
WHEN you want them to get it,
the WAY you want them to receive it.

Twice a month our office provides educational workshops to families just like yours. These workshops are designed to not only answer your questions about estate planning, but also to make you aware of numerous often unknown options.
We have a few seats still open for our workshop in early September, and I would like to invite you and your loved ones to attend. Please join me to learn more about the estate planning options available to you, or contact our office today to schedule a consultation.