It’s Never too Early to Discuss Estate Planning

For many people in their thirties, the idea of sitting down and discussing their estate and wills seems silly and morbid. I have definitely been guilty of this, myself. However, it really is never too early to make sure that you are protected in the unlikely event that something happens to you.   

There are many different facets of estate planning to consider. From wealth management, to tax decisions, to simply writing a will, we can help you handle these tasks. Most of the people who contact me start the conversation off with I really should have done this years ago. It’s about peace of mind and protecting yourself and your loved ones. 

My firm can help with simple estate preparation to much more complicated matters. The biggest thing to consider is the comfort of being informed about certain steps you should take, and then implementing the necessary protections for you and your loved ones. 

There are many serious things to make sure that you have taken care of. From naming beneficiaries on any and all accounts with that option, naming administrators and executors for your estate, and to implementing Powers of Attorney for health care related issues and financial requirements there are lots of things to consider. We can help explain, draft, and implement these documents for you. Contact us today to schedule an appointment. We want to help you prepare and protect your future and your loved ones, 504-300-8338!