The reason I love estate planning isn’t the asset protection or the asset distribution or the tax avoidance.
I love estate planning because of the opportunity to create legacy.
The day that my daughter was born changed my life forever. It was on that day that I truly understood the power of legacy and the drive to compel future generations to become better than the one before it.
That’s what I love about estate planning, and that is my ultimate goal. I want to help families and business owners secure their family legacy, which includes the financial aspects of success, but also includes the stories, traditions, and values that have accumulated within the family over the course of several generations.
Estate planning to me also includes protecting future generations from themselves.
Did you know that 85% of all inheritances are spent within 18 months?
That’s a real statistic. And I believe it because I’ve seen it with my own eyes.
Human beings are not good with found money. And I love helping families figure out how to create and open the door to endless opportunity without exposing wastefulness or creating trust fund babies.
I believe you and your family deserve the protection and the power of a great estate plan, and I can’t wait to show you how it is done.
If you need help with estate planning or probate and want to talk about it, click here to schedule a free consultation.