Retirement and estate planning
Retirement Estate Planning Consultation
Please note your complimentary consultation requires some key data points to optimize your experience. This information will allow us to tailor your report and guide you towards informed retirement and estate planning decisions.
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70% of Adult Americans Do Not Have an up-to-date Estate Plan or a Last Will & Testament
It’s no surprise why 70% of adult Americans put off estate planning or even writing a Last Will & Testament.*
For many, it’s simply procrastination – thinking about your own death is not enjoyable and the cost of an estate attorney is often another reason to put it off.
Others think believe they don’t have many assets to protect in an estate plan – a common myth.
If you own a home and have savings and retirement accounts, without the right documents your loved ones may end up in probate court.
Another common myth is the assumption your spouse automatically inherits everything if you don’t have a Will – this is not entirely true.
Far too often, these myths lead to loved ones going through unnecessary stress and legal expense when an unexpected tragedy strikes.
We feel it’s our responsibility to make you aware of the importance of Estate Planning.
Even better – we can help you prepare the crucial documents you need without the high hourly fees of an estate attorney.