Do you have an estate plan?
2 out of 3 Americans don’t have wills. I talk to a lot of families who get close but still don't have what they need:
"We had a few meetings but never signed anything." "We didn't like our attorney." "It seemed so expensive at the time." "I know we need it but we just haven't taken the time to sit down and do it."
It's not that people don't think they need a will or trust - most people understand that dying without any documents in place can create a massive headache for their family. The court gets to decide what happens with your children. Nearly the entire process becomes public record, it's expensive, and it can take forever. Still, even though estate planning is one of the most important aspects of overall financial planning, people don't do it because the conversations are uncomfortable, the process seems to take a lot of time and effort, and it can be a few thousand dollars that you would rather spend on anything else.
That's why Best Case Financial is partnering with Trust & Will to provide you with an easy and affordable way to create an estate plan online. Trust & Will is the leader in online estate planning and has helped nearly one million families secure their legacies. Together, we’re here to help families protect the future and gain peace of mind.
To learn more about Trust & Will's plan options & see pricing: https://bestcasefinancial.com/estate-planning
To schedule a free estate planning consultation meeting with me: https://tidycal.com/bestcase/estate-planning-consultation