We understand that it is hard to get around to estate planning; it sounds about as fun as getting a tooth pulled. However, we also understand that we all want to make sure that our loved ones are protected and receive our hard-earned assets – regardless of whether we have $10 million or $10,000.

Don’t let these common roadblocks stop you from protecting yourself and your family:

  1. Who Wants to Talk About Death? Discussions of death, dying, and illness – money and family – wills and trusts – make many folks uncomfortable. Of course, that’s normal.  But, don’t let a few minutes of feeling uncomfortable stop you from taking care of yourself and your loved ones.


  1. This Isn’t a Good Time. Everyone is busy. We understand that, but there’s never going to be a better time. Estate Planning is so important when you have minor children depending on you. Call our office, get on the calendar for a Family Planning Assessment, and get it done. We make it super simple for you.


  1. I Don’t Get It. Estate planning is documented in legal papers; finances are discussed; the law is analyzed. It’s common to feel uncomfortable in a world you’re not familiar with.  If that’s what you are thinking, you are not We will translate complex legal concepts into everyday layman’s terms for you, just like we do for everyone else.

The truth is that estate planning isn’t really that bad. In fact, with our help, estate planning is easy. We’ll chat with you about your goals and concerns, analyze your family and financial situation, and work with you to come up with a solid plan to ensure your family is protected giving you peace-of-mind. You provide the information, which we always keep confidential, and we’ll take care of everything else. We even have payment plan options if money is an issue for not getting started. Please call our office at (805) 518-9633 to get started and protect your family.

Skip to content