It costs nothing to come in to discuss your planning, just your time.
We will sit and talk. We will listen to you, find out what you want, point out other areas that you might not have thought about and then provide a list of things that we suggest you think about, actions to take and the cost of each part of the plan. We put things in writing, in plain English, so you have time to think it all over and can discuss it with your family if you want to.
You will leave in one piece. We don’t bite. We really want to help you to get what you want from your planning.
We deal with Will and estate planning, tax planning, trusts to make sure your assets go where you want them to. We sort out Powers of Attorney to delegate future decisions to someone you trust.
So, why wait. We see people in difficult circumstances as they have put off their planning until a rainy day. And then when we see them, it is absolutely pouring down.
Don’t leave your planning until you can’t get your point across or are too vulnerable or too pressured by family or friends. Don’t leave it until you are too ill, too weak, too confused or too scared. Some plans take time to put in place, and some need time to be effective.
What are you waiting for?