Discovering the Heart Behind Wills and Trusts
Estate planning. Wills. Trusts. It all sounds so... clinical, doesn't it? Forms to fill out, legalese to decipher, signatures on dotted lines. But beneath the dry surface lies a beating heart, a symphony of human emotions playing out in ink and code. At its core, estate planning isn't just about dividing assets; it's about navigating the delicate terrain of love, loss, and legacy.
Search Your Heart
As we step into the holiday season this year, consider searching your heart to discover what you need to accomplish to have peace of mind for your family for the long term. Talking about money, inheritance, and mortality can feel like tiptoeing through a minefield. But open communication, however daunting, is the key to defusing these emotional landmines.
Turn Heartache Into Peace of Mind
Imagine the heartache spared if your loved ones had known your true wishes for that cherished heirloom or childhood home? Imagine the unnecessary turmoil avoided if difficult conversations about caregiving roles and financial responsibilities were had upfront?
Build a Bridge to the Future
Think of your estate plan as a bridge, one that spans the present and the future, connecting you to those who matter most. Every clause, every designated beneficiary, sends a message of love, of trust, of your hopes for those you leave behind. Sharing this openly and honestly is the ultimate act of care and respect.
Reach Out to Get Started
Take the first step towards peace of mind by booking a Peace of Mind Planning Session with Attorney Candice McPhillips. This is a 1-hour Zoom meeting where we will review your questionnaire, answer your questions, discuss your options, and review my unique flat fee packages! If we decide we’re a good fit to work together, we’ll take the next steps. And if not, that’s fine too! Book your Peace of Mind Planning Session HERE. Mention this blog and I’ll waive the $450 session fee!
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This article is not intended to provide legal advice or opinion and should not be relied on as such. Legal advice can only be provided to clients of McPhillips Law in response to a specific fact situation.
