Phone: (423) 228-7029
What is Trailhead Estate Planning?
Trailhead Estate Planning is a space to learn about and prepare for the path you will be walking when you are planning for the future. The term “estate planning” covers a broad array of topics. It is not just about estate taxation, as so many have said to me in the past. “Estate Planning” covers all of the concerns about the future:
What will happen to my property after I’m gone?
What will happen as I age?
Who will make decisions on my behalf if I am unable to do so myself?
And for young families, “who will raise the children if something happens to both of us?”
For too many families, estate planning is experienced in a time of crisis. A family member puts off estate planning until disaster strikes, leaving their loved ones to have to scramble to put together a plan. Everyone feels lost and completely overwhelmed trying to make huge decisions under pressure, with predictably unpredictable and usually undesired results. The best way to describe it is that the family is lost in the woods at night with the wolves in the distance, hoping for the best.
I’m brought in to save many a family in this kind of situation, crashing through the brush (fedora and bullwhip optional) with a floodlight, airhorn, and GPS to get the family as close to back on track as can be done. It's great to be the bearer of hope when your loved one is in crisis, but I would've preferred to meet you at the trailhead to guide you through the sights and around those briar patches. That’s why I created Trailhead Estate Planning.
If you have questions, please feel free to learn more about estate planning in the blog, and send me your question for a chance to hear an answer in the next post. If you are ready to set out on the trail and want to have a guide to show you the way, schedule an appointment today.
How We can help
Here at Trailhead Estate Planning, I can
Analyze your situation,
Answer your questions,
Help you create your estate plan (or review your existing plan), and
Assist your family in the execution of your plan and administration of your estate.
I want to help answer questions you may have and give you the guidance and direction that will let you undertake your estate planning journey with confidence.
If you have questions or are ready to begin, please get in touch with the “contact us” button below.