3 Reasons Why People Run Away from Estate Planning

Embarking on estate planning might not seem like the most thrilling adventure – it’s more like the dentist’s chair than a roller coaster. Yet, your wish is likely to ensure your dear ones are secure and inherit your efforts, whether it’s a hefty or modest amount.

Don’t let these usual obstacles stand in your way of safeguarding yourself and your loved ones.

1. Death is an uncomfortable topic

Conversations about death, illness, money, family, wills, and trusts can be awkward. It’s a natural response to feel uneasy. However, don’t let a brief moment of discomfort deter you from securing your well-being and your loved ones’.

2. Can’t find the right time

Life is bustling for everyone, and we get it. Yet, the perfect moment may never arrive. Reach out to us, mark your calendar, and get it sorted. We’re here for both face-to-face and virtual appointments.

3. It’s too complicated

Delving into family intricacies, drawing diagrams, discussing finances, and navigating the law can be bewildering, especially if it’s unfamiliar terrain. If you’re perplexed, you’re not alone. We’ll simplify complex legal jargon into everyday language and make sure you’re comfortable with every step in your estate planning journey.

We are Here to Help

With proper guidance, estate planning isn’t as daunting as it may seem. We will work with you as a team and create a strong plan that is suited to your family situation and financial concerns. Reach out to us today.

750 F Street, Suite 2
Davis, CA 95616

333 University Ave, Suite 200
Sacramento, CA 95825

3017 Douglas Blvd, Ste 300
Roseville, CA 95616

288 Pearl Street
Monterey, CA 93940

San Antonio
18756 Stone Oak Pkwy, Ste 200
San Antonio, TX 78258

We operate on an appointment-only basis other than our Davis office.

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