Are You One of the 63%?

While no one wants to leave important decisions around their family and estate to chance, according to a recent survey, 63% of Americans don't have a will or trust and another 9% have out-of-date documents.

Why is this? Well, the process can be uncomfortable, complicated, time-consuming and expensive. As a financial consultant, part of my commitment is to help individuals ensure this important task is completed.

If this is you, click the button below to schedule a brief strategy session, so I can show you how we can help you solve this problem with Estate Guru. Additional links are provided to register for our Wills & Trusts virtual workshop and to get attorney-prepared powers of attorney at our cost!