What happens if you do not plan, is there more than avoiding probate and taxes.


 


 

Guardianship – who will raise your children if both parents pass away. Just nominating someone may not be enough.


What is Estate Planning and why is it important – You will do it better than the government.


Taxes should not be the driving force for estate planning – Protecting your family and leaving a legacy.


What matters most in Estate Planning – more than money – tools to help you discover the stories behind your values and include into the estate plan.



Estate Planning is for everyone regardless of age – planning for children who leave home for college.