Schedule a FREE strategy session to discuss how you can secure your legacy with wills or trusts, or schedule a free review of your existing wills or trusts.
These appointments can be conducted via Teleport Video calls or face-to-face in your home, Financial Advisor's office, place of business, or favorite coffee spot.
At the appointment, you will receive a free copy of my new book "Lifeguard Your Legacy: What every Arizonian needs to know about Estate Planning."
Also, within 5 days of our meeting, you will receive 3 things, whether you choose to work with me or not:
1) A facts summary of what we discussed.
2) A copy of the legal issues that we discussed.
3) My proposal for what I would offer as a legal solution.
So even if you went down the road to another estate planning attorney, you could share the packet with them for review and cut down your in office billable time.
If you are open to including your Financial Planner in the consultation, let me know. I am happy to form a winning team to structure your estate plan to maximize your savings strategies.