Deciding to move forward with an Estate Plan can be an intimidating step for many people. This is because doing so means tough decisions have to be made, difficult conversations may need to take place, and a financial investment is necessary. For others, the holdback on getting an Estate Plan can be not realizing the importance of having one. And for others it may just be they need a bit of motivation to take the necessary steps.
I can help you, your co-workers, friends, and family members work through these impasses by providing a free, educational seminar to groups of ten or more people. The seminar would be catered to your needs, whether that be covering the basics of Estate Planning or focusing on a specific topic(s), answering your questions, providing you with resources, and/or scheduling free one-on-one consultations.
Please contact me today if you would like to schedule a free seminar.
