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Benjamin2019-09-16 16:21:202019-10-19 02:24:49What "simple estate planning" really means
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Benjamin2019-09-07 18:17:242019-10-19 02:25:37The problem with traditional estate planning
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Benjamin2019-07-04 19:27:142019-10-19 02:26:31A simple manifestoMy documents aren’t full of legalese and archaic terms. I draft them to be clear and understandable.
I provide electronic copies of your documents, which you can access any time through a secure site.
I keep contact, answer questions, and help with follow-up like changing beneficiary designations.
I talk to clients by phone, text, email, or video—whatever works best for you.
Schedule your appointments and calls from my website—no awkward calling or back-and-forth required.
For clients who don’t live close to River Falls and Hudson, I use technology to meet and work virtually. I do work for families throughout Wisconsin.
Traditional firms still charge for 5-minute phone calls and postage, but I only charge flat fees for my services.
Many firms still only accept paper checks or cash. I accept credit card payments, both in person and online.
When you buy life insurance, you don’t pay for it all at once; you pay month by month. I give you the option to do the same for your estate planning.
The first step is to assess your current situation. What will happen if you or your spouse fall ill or lose mental capacity? Have you named a loved one to make health care decisions for you? Can anyone manage your property and pay your bills for you? What if you or your spouse die?
I can answer these questions for you in a free estate planning consultation. Once you know where you stand, you can make decisions about what you want to change.
Once you know your current situation, you can start taking action. I help by answering your legal questions and recommending a course of action.
As I guide you through the process, you make decisions and I draft the legal documents that will compose your estate plan.
After I’ve answered your questions and drafted your legal documents, it’s time to execute them. We do this in a meeting where we review your documents all at once, I answer any last-minute questions, and then I ensure each document is executed correctly. Then we celebrate!
After you’ve executed your documents, life goes on. It’s not uncommon for additional questions to spring to mind or for you to change your mind about something. I answer these questions and make these minor changes for one year after you’ve executed your documents, at no charge.