Do You Need to Become an Estate Therapist?

Too many clients have the wrong approach to estate planning.

They think of it as preparing for death and dying – two terrifying taboos. As I’ll explain, this is not the approach here, at

I want you to see estate planning in a new light.

Estate planning is not about transfer of wealth after a person’s death. It is about taking care of the people you love and leave behind.

Only you can make sure your family is protected.

As a Certified Specialist in Estates & Trusts Law, I meet daily with executors and family members.  The common refrain is:

“Why didn’t Ted or Mary take care of these things for us?  Now we are stuck cleaning up problems we did not ask for or cause.”

Estate Planning avoids problems like:

Is it your responsibility to avoid these problems for your clients? There are simple steps to do this.

The first step is to educate yourself; you can do that by reading my no-charge e-book, Estate Planning – 7 keys to Success.

Let me know if you find it helpful, or suggest other topics you would like me to cover by emailing me.