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ESTATE PLANNING VIDEOS
ESTATE PLANNING VIDEOS
Transcript: An estate plan should be reviewed any time there is a major change in your life. A change like a birth of a child or a grandchild, a death, when one of your children or grandchildren gets married, when somebody gets divorced, when you retire, when you go back to work. Most people tend to put off reviewing their plans. In fact we usually see plans that are about 20 years old. They made a will back when their children were small and they were headed on a trip. Now they are approaching retirement, they look back, oh my gosh that is totally out of date. I hope people don’t wait that long.
Transcript: Planning costs a little money. A will, for example, costs $195 at Will & Trust Express, but I can tell you it’s a lot less expensive than failing to plan. When you fail to plan, you miss out on a lot of tools, and opportunities, and secrets that I’ve learned in my decades of working in this business. Those save your family a lot of time, and money, and hassle in the long run. I’d like to show you how we can plan together, to make things easier, and much less expensive in the long run for you and your family.
Transcript: Because of my many years of experience working with wills, trusts and probates, I know there are a lot of secrets on how to make things easier, smoother, less expensive for family members when someone passes away. The failure to do planning means that we miss all those opportunities, and so, doing the right kind of planning is a way for you to say, “I love my family. I want them to have what I’ve spent all my lifetime preparing and securing, and I want to make sure that things are easy. I don’t want them to fight. I want them to enjoy what I’m giving them, and to appreciate what it took to earn it.”
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