I simply want to make a positive difference in people's lives. Without proper planning, you can leave your family with a mess. Unexpected events can happen at any time even to the best of people. My mission is to encourage and help people and their families be prepared in advance if a tragedy were to strike because of a car accident, fall, stroke, illness or death. I've seen first-hand what happens when folks are prepared or not prepared with proper lifetime mental disability and death planning.
"He truly cares about what he does by his eagerness to make sure we understood the whole plan."
Whether you’re still trying to nail down your career path or about to put the finishing touches on one that’s lasted 30 years, it’s important to be prepared in the event of your sudden death or disability.
I’ve helped many people over the years be prepared when it comes to their estate and protecting their family’s future. My personal goal is to give clients peace of mind in the event of death or mental disability. Their families can be well taken care of as a result of thoughtful and knowledgeable planning
Every adult should have a Will or Trust plan. “Estate” is the legal term used to define your property and money—basically, everything that belongs to you. You don’t have to consider yourself wealthy to need estate planning. You can make good decisions after you have learned about the various options and choices you have for lifetime disability planning, protection planning for children and adults, asset transfer planning and IRA planning.
It doesn’t matter if you’re young and single, a married couple with young children, or preparing to settle gracefully into retirement, the time to start planning for the unexpected is now. Young adults can make sure someone can act on their behalf for financial and medical purposes. Couples with minor dependents can set up guardians for their children; retirees can ensure their life insurance is intact, and their wills or trusts are up-to-date with their current wishes.
If you’re ready to start preparing for your future, I encourage you to reach out today by phone or email. Once I receive your message, my goal is to respond within 24 hours to maintain the highest level of professionalism, so expect to hear from me soon. Couples with minor dependents can set up guardians for their children. Working folks and retirees can insure that their will or trust plan is up-to-date so it meets their current circumstances and wishes.
I frequently sit down with some really neat people and explain how estate planning can protect them and their families in the event of their mental disability or death. Some people do it; some people don't; all adults should. It's ALWAYS your choice. But you have to know what your choices are so you can make an informed decision.
Mistakes in your estate planning can significantly damage family relationships, waste hard-earned after-tax dollars, and cause miserable predicaments that impact mental, emotional, physical and financial health. Schedule and meet with Marc for a consultation to receive your free copy of his interesting short book called, "Blooper Episodes in Estate Planning and Elder Law: Lessons from Prime Time TV", by contributing authors Marc R. Carlson and Debbie J. Papay.
Send an email to firstname.lastname@example.org to receive free articles called "Understanding Living Trusts" and "Understanding Funding Your Living Trust." If you are serious about finally getting your estate planning in order, please schedule an educational consultation meeting or call 303-974-7966.