For updated COVID-19 precautions and FAQs, please click here for more information.
[FREE RESOURCE]

5 Ridiculous Myths About Estate Planning

When it comes to estate planning, there are five ridiculous myths that could cause your plan to crumble and fall apart when your family needs it the most.

We’re talking about lengthy and expensive court battles, dishonored wishes, unnecessary government intrusion, taxes, and costs — all because of ridiculous myths and mistakes that can cause your plan to fail in an emergency.

It’s important to get familiar with the top five estate planning myths and learn how to fix any mistakes that may be lurking in your estate plan.  

This Ebook will help you fix any problems, make the right decisions, and properly safeguard the people and things you love.

Once you are armed with this knowledge, you can then feel confident knowing that the estate plan you’ve spent so much time, money, and emotion on will actually work if the unthinkable happens.

Before you go any further with your planning, download our free Ebook and discover:

  • The most common reason why estate plans fail when families need them the most; 
  • Why estate planning is not just for the rich or elderly;
  • The bare minimum documentation every adult over 18 needs;
  • Why naming short-term and long-term guardians for children would be best;
  • How to properly fund your trust to keep your estate out of probate;
  • Why communication is important so your most private health care wishes can be honored by your family.

As Seen On

CLIENT Story

I was absolutely without a clue as to how to begin or what I should do to establish an estate plan. I did know that I wanted someone I could trust, that was honest and I would have confidence in. I was referred to Heather by my friend who was being legally advised by Heather on another estate. She was very satisfied with her work and thought I might be happy with her service. At our consultation appointment, her presentation was very thorough. I had lots of questions, and she was easy to talk to and was able to guide me to just the kind of estate plan I needed. That was 10 years ago. Due to circumstances in my life, I have had to make changes to my plan, and I always go back to her for her legal services and guidance. I have recommended Heather before.
Gwen