It’s been said that you’re never too young nor too old to begin estate planning, but you can be too late. The 2021 Wills and Estate Planning Study by the website Caring.com indicates that too many Americans have been delaying estate planning, with only 32.9 percent of Americans having a last will and testament in place.
SERVING CARLSBAD & NORTH COUNTY SAN DIEGO
Over the past 30 years, I’ve worked with a lot of families just like yours. Well, I take that back. While my experience has definitely provided me with the competence to take on your needs with ease, there really isn’t another family like yours. You’re one-of-a-kind, and what works for everyone else might not work for you. That’s why I take great pride in working closely with you to make sure I understand the ins and outs. From your finances to family dynamic, there’s a lot to consider that can influence your plans. My job is to get it all laid out on the table so I can guide you in the right direction. As a result, the needs of you and your loved ones are taken care of.