Strategic Estate Design Session (2-meeting Package)
One 30-minute consult plus 2-hour working session designed to organize your financial life from top to bottom and assist you with designing an estate plan.
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What would happen to your loved ones if something happened to you?
Does your family:
✬ Have an emergency family first responder plan?
✬ Know what assets you have and how to access them?
✬ Have you named guardians for your children?
✬ Do you have a will and trust?
If your answers to any of these questions is no, you can benefit from Strategic Estate Design Session.
Two-hour working session designed to organize your financial life from top to bottom and assist you with designing an estate plan. You will receive education on the types of estate plans and each plan's pros and cons. You will leave the session understanding the different options of asset protection and how to support and protect your family in the event of incapacity or death. You will work through choosing guardians for minor children, as well as your designated personal representatives. You are guaranteed to leave this session with peace of mind and a plan of action in place. Moving forward with drafting your estate plan after this session is optional. Strategic Estate Design Sessions are scheduled by phone. You can select a call appointment here.