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
Don't let getting remarried hinder your estate planning efforts: https://bit.ly/2EbPEve
Making adjustments to a plan to protect your loved ones is a responsible move for everyone involved.
If you're reading this and you don't have a will or trust in place, pick up the phone!
It's understandable to be nervous about estate planning, but we're here to make sure it's a smooth process for you.
These are just a few things you might need. Call 8139838000 today for a full list of things to bring to your first meeting with us!
Your consultation is just a click away! http://dwyfirm.com
Put your planning in our hands. http://dwyfirm.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
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.
Let's get your Will put into place today!
Does your #estateplan measure up? Examine each item on this checklist to make sure you haven't left any decisions to chance.
Think about WHO you're leaving things behind to - Make sure they're in good hands.
Thank you for choosing us - We're extra thankful to have you this month!
However you're celebrating this year, we hope it's sweet! 🍬
Ready to learn more about our firm? Visit our website at http://dwyfirm.com to get started!
Thank a veteran today. #VeteransDay2020
Are you ready to accept the challenge? We're ready when you are! http://dwyfirm.com
The value of an estate plan is in the planning. Without planning, the documents are worse than useless.
Everyone can benefit from ensuring their assets and finances are properly taken care of after their death.
When was the last time you took an #audit of your estate plan? https://bit.ly/2H6hZnw
FORBES.COM
Auditing Your Estate Plan
There is nothing better than being together for the holidays. #HappyThanksgiving
Give big, shop small. #SmallBusinessSaturday
The holidays are a reminder that your estate plan should change to keep pace with your life and your family.
On a scale of 1-10, how confident are you in your current estate plan?
We pride ourselves in excellent customer service - Our website is where that begins! http://dwyfirm.com
It's critical to have a plan so your financial goals are met after you're gone: https://bit.ly/2JkErbT
Make 2021 the year you finally get your estate plan in order!
We can help check off your #wishlist today!
This year taught us what's really important. We hope you'll hug those in your home a little tighter this year, and of course, have a very Merry Christmas.
If you've been thinking about setting up an estate plan, give us a call - Let's talk about your options. 8139838000
From all of us at Drummond Wehle LLP, we wish you the best in the new year.
It's time to put a #plan into action!
There's never been a better time for a fresh start than the start of a new year. Let's finally put that estate plan into action - http://dwyfirm.com
Here's your friendly reminder!
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!
Can you figure out the scrambled estate terms?
Your estate plan doesn't just benefit you, it benefits everyone you love. Let's get something on the calendar ASAP.
Are you ready to fill in the blanks?
There might be a few more steps in the process - But we'll get to the end result either way!
The plan you put into place isn't just about you. Don't neglect the one's you love, let's get started! 8139838000
Let's make 2021 our best year together yet!
Make sure you avoid these #fails when putting your estate plan in place: https://bit.ly/3c8cy5d
FORBES.COM
Most Estate Plans Fail, Don’t Let Yours Be One Of Them
When it comes to our firm, we pride ourselves on the work that we do. You can trust us to assist you with your estate planning. http://dwyfirm.com
It's the season of love, and that love should extend to your estate planning efforts!
You can plan your future!
All three are very important to include in your estate plan but IF you could choose one to keep which would it be?
We always feel lucky to work with you but especially in March! 🍀
Presented without fuss. It's time we get these numbers down - Let's work on your will today! http://dwyfirm.com
Don't worry about how much you know about estate planning - We'll work through it all together! Give us a call at 8139838000 to get started.
Don't set yourself up for failure, let's get to planning! 8139838000
Just a few important items you'll need for our first meeting! #ProTip
No one can make the decision to start your estate plan but you! What are you hesitant about?
Protection for your beneficiaries, your children & your belongings!
Don't worry about how much you know about estate planning - We'll work through it all together! Give us a call at 8139838000 to get started.
Don't set yourself up for failure, let's get to planning! 8139838000
One is obviously easier than the other. Having an estate plan in place sets your loved ones up to navigate with a map.
No one can make the decision to start your estate plan but you! What are you hesitant about?
Protection for your beneficiaries, your children & your belongings!
Don't worry about how much you know about estate planning - We'll work through it all together! Give us a call at 8139838000 to get started.
Don't set yourself up for failure, let's get to planning! 8139838000
