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“We did not know that was an option for us.”
I hear things like this from clients all the time. In our society, money and financial tools are not discussed all that much — at least, not in a meaningful way. They are not really taught in the schools or anywhere else. In many families, if they are spoken about at all, too often the focus is just about present needs.
Estate planning opens up a world of possibilities: To protect your family. To protect yourself. To make informed decisions. To create a legacy.
To me, the best part about estate planning is not allocating or distributing assets. Rather, it’s about making people aware of the opportunities they have, and helping to implement them.
If you would like to talk about it or see for yourself, get in touch to schedule a consultation.