Do You “Hook a U-Turn” Whenever You Think About Estate Planning?

Turning around when you think about your estate planning may not be illegal, but you don’t have to speed away!

It can be hard to get motivated about estate planning… it sounds just as fun as getting a root canal, right?

Either way, you probably want to make sure that your loved ones are protected and that your hard-earned money and property goes where you want it to when you pass away. If your family is your priority, estate planning is important! Whether you have $10,000 or $10 million, let us help you make sure that your assets are aligned with your values and goals.

First, let’s chat about some common roadblocks that stop you from protecting your loved ones:

  1. Who Wants to Talk About Death?  Discussions of death, dying, and illness – money and family – will and trusts – make many folks uncomfortable. Of course, that is normal.  But, do not let a few minutes of feeling uncomfortable stop you from taking care of yourself and your loved ones.
  2. This Is Not a Good Time. Everyone is busy. We understand that, but there is never going to be a better time. Call our office, get on the calendar, and get it done. We are available for in-person and virtual appointments.
  3. I Do Not Get It.  Familial details are discussed; diagrams are drawn; finances are discussed; the law is analyzed. It is common to feel uncomfortable in a world you are not familiar with.  If that is what you are thinking, you are not alone. We don’t like complex legal concepts either and will always serve as your translator to ensure that you are comfortable with each step we take in your estate planning process.

The truth is that estate planning is not really that bad. In fact, with our help, estate planning is easy. We will talk with you about your goals and concerns, analyze your family and financial situation, and work with you to come up with a solid plan. You provide the information, which we always keep confidential, and we will take care of everything else.

There is no better time than today to start the estate planning process. Give us a call to schedule your in-person or virtual consultation.

You can reach our office by telephone at 614-429-1053 or you can get Courtney by email at