Let's get your Will put into place today!
Making adjustments to a plan to protect your loved ones is a responsible move for everyone involved.
The last thing you want to do is put off the estate planning process!
These are just a few things you might need. Call 9702372394 today for a full list of things to bring to your first meeting with us!
It's understandable to be nervous about estate planning, but we're here to make sure it's a smooth process for you.
For your next generation and then onto theirs, make sure you have your estate in place!
Your consultation is just a click away! http://coloep.com
Do it for them!
A digital estate plan eliminates the need to track down passwords, and it gives your family members and beneficiaries legal standing to access your digital assets. https://bit.ly/33DPWU6
Put your planning in our hands. http://coloep.com
An estate plan is a blank slate. There is no fill-in-the-blank template, nor is there a formula for determining the best approach. https://bit.ly/3mvcmPY
Does your #estateplan measure up? Examine each item on this checklist to make sure you haven't left any decisions to chance.
Thank you for choosing us - We're extra thankful to have you this month!
Let's get spooky! Happy Halloween!
The value of an estate plan is in the planning. Without planning, the documents are worse than useless.
You have many options for planned giving, so it’s important to be clear in your instructions so that your last wishes are properly carried out.
Don't let getting remarried hinder your estate planning efforts: https://bit.ly/2EbPEve
Let's make 2021 our best year together yet!
It's easy to focus on things you want to change in the new year, but we want to take some time to celebrate what you accomplished in 2020 - Shout yourself out in the comments!
There might be a few more steps in the process - But we'll get to the end result either way!
Here's your friendly reminder!
Your estate plan doesn't just benefit you, it benefits everyone you love. Let's get something on the calendar ASAP.
Can you figure out the scrambled estate terms?
