Estate Planning Doesn’t Have to Be Scary or Complicated
The old saying is that you eat an elephant one bite at a time. By following a simple and easy set of steps, you will be done before you know it.
Sometimes when you look at doing something big, it seems to be an impossible task. When you just focus on the final goal, it looks to be impossible to get to the end. Instead, focus on each step, one step at a time, and before you know it, you have reached your goal.
CONGRATULATIONS!!! You have taken the a step, on your 5-step journey, towards having an excellent estate plan that fits your unique needs!
Stay focused on each the 5 steps, one at a time, and before you know it, the you are at your goal.
When you reach your goal, you’ll have your financial house in order. You’ll feel good and get peace of mind knowing that you have done everything for your family you can.
Just going through the process is an eye-opening experience for many people.
After you put your plan in place you will:
- Stop your loved ones and spouse from wasting their time going through the emotional ordeal and financial expense of difficult court proceedings.
- Look after your loved ones.
- Defend your children against financial predators and creditors.
- Secure your rights, liberties, and privacy.
- Shield your family’s privacy from public scrutiny.
- Maintain and preserve control of your choices and money.
- Get your financial house in order.
- Prevent unneeded trouble, frustration, and difficult financial hardships for you and your family.
You should know that you are now at least three steps ahead of most people in your situation. Just having this information available to you can make a big difference.
You are now just 5 steps away from an excellent estate plan!
Here is an overview of the 5 steps to your excellent estate plan:
Step 1 is to learn about your options and the tools available. By getting Secrets of Excellent Estate Planning, you are doing just that. You should at least skim through chapters 2, 3, 4, and 5. If you have children under 18, then chapter 5 is a must read.
Step 2, learn how not having a plan can affect you. Read Chapter 7 and understand that there are at least 37 critical mistakes. Chapter 7 isn’t every mistake, but has the biggest ones.
Step 3, learn the solutions. Chapters 2 and 3 outline the tools and how the tools benefit you.
Step 4, learn about the benefits. Chapter 8 has at least 19 smart ways to protect your assets.
Step 5, implement your solution. Hopefully by the time you get to step 5, after reading and learning, you will be ready to take the last step of your journey.
Please don’t hesitate to reach out to discuss your unique situation. Seeking guidance from a qualified attorney might be the next step for you, and we look forward to assisting you.
You, personally, are going to feel good that you have done this. Your stress will be relieved, because you know that you’ve taken care of everything that you can take care of. Your family will be appreciative. You’ll finally be able to relax and enjoy the fruits of your labor.
Avoid the regret of not having taken a simple, easy step.