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Helping Priscilla and Brad Achieve Peace of Mind

September 18, 2018

Recently we met with Priscilla and Brad, to help them create an estate plan for their family. You could describe them as a typical, middle class working family. Priscilla owns a fitness studio, while Brad works owns an air conditioning contracting company. They both own their own businesses, and they both have children from previous marriages.

 

Priscilla and Brad both felt concerned about what would happen, in the event of an untimely death. Neither wanted the other to be stuck enduring the probate process at an already difficult time, and wanted to ensure that they could provide financial protection for one another. And, of course, they wanted to ensure that their children would be protected in the event that something happened to both of them at the same time.

 

So, we met to discuss their estate plan and the available methods to protect their assets. To hear what Priscilla and Brad have to say about the process, watch our video above. Then, give us a call, so that we can help you craft an estate plan to address your needs.

 

 

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