You Deserve a Fully Loaded Toolbox

For years there was something that bothered me about my estate planning practice and I could never quite tell what it was.  We had lots of clients.  They chose the plans they though fit the need.  What was wrong?

The problem was that the clients didn't know what they needed.  How could they?  They don't have a crystal ball and they don't know what problems they will face in the future.  It was all a guess about which tool they may  need.  

So, we eliminated the guessing game.  We just provide a toolbox to our clients that has all the tools they could likely need.  

Listen to this episode to figure out how we cracked the code on giving your family the best possible plan.