FREE Strategy Session

"Let's talk about how you can secure your legacy with wills or trusts, or schedule a free review of your existing wills or trusts"

There are many lurking dangers in estate planning that I will help you navigate.  The process is easy.

First, choose where you want to meet by selecting one of two buttons at the bottom of this page:  

  1. Online – click the ZOOM button
  2. At your home, your office, or your Financial Advisor’s office – click the LIVE button
Now that you’ve chosen the location, choose when you want to meet, with convenient appointment times available.

If you decide during the session that you are ready to move forward with your estate plan, you’ll enter an agreement to be my client and I’ll get started working for you right away.

If you are not quite ready to move forward with your will or trust package, then within 5 days, I’ll send you an email highlighting the key points and issues we discussed.  (You don’t even have to take your own notes.)

What You'll Receive

  • A facts summary of what we discussed

  • A copy of the legal issues that we discussed

  • My proposal for what I would offer as a legal solution

AND–if you are open to including your Financial Planner in the consultation, let me know. I am happy to form a winning team to structure your estate plan in a way that maximizes your savings strategies.  This is particularly helpful if you are planning to create a Trust.

Don't Forget, You Get a Free Copy of my Book

Not ready to meet, but have a few questions?

That’s okay.  I’ll throw you a Life-Line.  Schedule a 15-minute phone call at your convenience.