If you don’t have an estate plan, then you need an estate plan, and there’s never been a better time to get that done! Call 800-929-1725 to make an appointment now!
We certainly hope that you give us a call to take advantage of the basic estate planning package that we’re offering . For a married couple, it provides wills for both of you, a statutory durable power of attorney, a medical power of attorney, an advance directive, and a HIPAA release and authorization.
These documents are the basic documents that will allow you to avoid some of the scary situations that could be left behind if you fail to make these preparation in advance. Most of the time we wonder why is it that people don’t have these documents together, and I think the answer is, A, they think it’s too expensive, B, they think it’s too time consuming, and C, it’s just not a subject that most people want to talk about. We all need an estate plan and if you make an appointment and visit with us, we can describe why an estate plan can help you.
So hopefully today I can help answer each of those questions and get us to that first appointment, at which time I think you’ll find we can answer most of the questions that you have, allow you to come up with a plan that will fit your needs as well as your family’s needs, and basically avoid the entanglement you might have or your loved ones might have after you’re gone.
We’ve Made the Process Easier if You Need an Estate Plan
The second is the length of time involved in the process. Again, what we’re trying to aim for is basically to have an initial meeting, followed by some follow up and a final meeting and execution of the documents within a two to four-week period, and so far we’ve been pretty successful with that.
And then finally, the scary part. So to me the scary part of this is not necessarily that we have to think about our own mortality, but rather we have to think about the loved ones that we will have left behind, and what kind of financial and emotional and mental burden we may leave on them, if we leave them in a situation where decisions are being made at a crisis point, instead of with a time to reflect and think about how we really want things to be handled after we’re gone. I can go into and we’ll be going into some of the details of the documents that I just mentioned, but the first step is basically, make an appointment today.
Come in and see us and sit down and hopefully we can have a discussion about what your needs are and how we can help you fulfill those needs, both before you’re gone and after you’re gone. Thank you.
Call 800-929-1725 for an appointment!