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How to Avoid the Five Major Estate Planning Mistakes

Giving Thanks

I have much to be thankful for – not the least of which is being able to serve the community. As my way of giving back and saying “thank you”, I’m going to not only help you and your family but also help the less fortunate members of our community during this Thanksgiving season. A gift your family will thank you for …for generations to come.

Here’s something important you need to know that directly affects your family: To ensure your loved ones know exactly what to do and how to handle your things after you are gone, PLUS make sure your kids are taken care of by people you love if the unthinkable should happen…CALL NOW. Taking care of these things you’ve been putting off is how you show your loved ones your gratitude and appreciation this holiday season! If you own a home and have minor children and make an appointment this month for a “Family Wealth Planning Session”, I will waive my regular $350 planning fee.

During your FREE Planning Session you and your spouse will choose the right guardians for your kids and avoid making the six common mistakes! The Planning Session is absolutely FREE and there is NO OBLIGATION and NO PRESSURE. Plus, when you make an appointment now, I’ll donate $100.00 in your name to our local community food bank. So by taking care of YOUR family, you will also be taking care of a family who needs your help this holiday season.

Sitting down with us will empower you to feel 100% confident that you have the right combination of estate planning and business planning solutions to fit with your unique asset profile, family dynamics, and budget. We see estate planning as far more than simply planning for your death and passing on your “estate” and assets to your loved ones—it’s about planning for a life you love and a legacy worth leaving by the choices you make today—and this is why we call our services Life & Legacy Planning. Contact us today to get started.


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