Estate Planning: 3 Reasons We Run the Other Way

For many people, estate planning feels about as appealing as a root canal. But everyone wants to ensure their loved ones are cared for and their assets to the right people. Whether you’re leaving $10 or $10 million, married or single, with kids or without, estate planning helps make it happen.

Don’t let these common obstacles hold you back:

1. Who Wants to Talk About Death?
We get it—conversations about death, illness, and money can feel uncomfortable. But a few minutes of discomfort is a small price to pay for ensuring your loved ones are protected. The alternative—getting sick or passing away without a plan—can leave a mess for your family to clean up.

2. It’s Never the Right Time.
Life is busy, and there’s always something more urgent. But the truth is, there’s never a “perfect” time. Take the first step by scheduling a Peace of Mind Planning Session. Even if you don’t move forward, you’ll leave with a clear understanding of what’s needed to protect your family. Schedule online here.

3. It Feels Overwhelming.
Estate planning can seem confusing—legal documents, finances, and laws aren’t exactly everyday topics. That’s why we’re here to simplify it for you! We’ll explain everything in plain language (maybe even with a whiteboard!) and guide you to make an informed decision for your family.

We Can Help!

We create estate plans for our clients every single day! Start by booking a Peace of Mind Planning Session. We’ll answer your questions and present your options. Then, if we decide we’re a good fit to work together, we’ll discuss next steps! The session is normally $275; mention this article and we’ll waive the fee! BOOK HERE!