Thank You for Choosing the Freedom Plan!
We appreciate you reaching out about your estate planning to us. Your journey towards a secure future has just begun, and we are excited to walk with you every step of the way.
Here's what happens NEXT...
- FIRST you’ll get a confirmation email from us so you know that we got your question or request.
- Next we will answer your question by email if we can, or give you a call if WE have questions about YOUR question.
- Lastly We’ll match what you’re looking for with the right estate planning tool: Will, Trust or Powers of Attorney, depending on your unique situation.
If that doesn’t sound like what you’re looking for – just give us a call to talk it over.
While you wait...
We’ve put together some information that will get you thinking and learning about your options in advance… enjoy! We’ll be in touch soon.
In the intricate web of financial planning, individuals often focus on accumulating wealth, investments, and retirement funds. While these aspects are crucial, one essential component that is sometimes overlooked is establishing a Financial Power of Attorney (FPOA). This legal document can play a pivotal role in safeguarding your financial interests and ensuring a smooth transition […]
Life can be unpredictable, and there may come a time when you are unable to make decisions about your medical care. In such circumstances, having a healthcare proxy is essential. A healthcare proxy is someone who can make medical decisions on your behalf when you cannot. This designated individual plays a crucial role in ensuring […]
Probate is a process that many people wish to avoid when it comes to managing their estates. It can be costly, time-consuming, and it exposes your personal and financial affairs to public scrutiny. Fortunately, there is a solution to help you bypass these issues: creating a trust. In this blog post, we’ll explore how a […]