Do you squirm every time your Financial Advisor asks if you’ve done your will yet? Let’s face it, almost nobody wants to talk about estate planning. We procrastinate. We make excuses. We don’t want to do it.

But there is that nagging voice that reminds you that you really should just get it done. And you know that if you get those “affairs in order,” you’ll sleep better.

The voice gets louder every time you hear the horror stories about probate.

But somehow the whole idea is about as much fun as planning a tooth extraction.

It doesn’t have to be like that. What if I told you that what we are doing is protecting your kids from being sued in a car accident?

Or protecting them from a failed marriage?

Or keeping your kids from fighting?

Or helping design a plan for the charities where you already volunteer?

Or maybe even taking care of Fido in the way that you’ve always pampered your furbaby?
Yes, we do that. And it is all painless.

Then your friend tells you that they just used a cheap or free online service to do their will.

It’s a little like pulling your own tooth. You could do it. But what if it gets infected? What if you break the tooth? What if you damage the nerve? Chances are, the expense and pain of the cleanup is more than if you’d have just made the appointment to let the professional do their job. That’s why you hear the horror stories.

We can protect you from that pain.

As a long-time educator and counselor, I use very little “legal speak” (unless I am teaching it). I can even help spouses who don’t necessarily agree find a plan that eases both their concerns.

And I do this in a low-risk way with free workshops and consultations. So meet with me, ask your questions, and let me help you look at your Financial Advisor this year with a happy nod that you’ve checked this off the list.

The Content is for informational purposes only, you should not construe any such information or other material as legal, investment, financial, or other advice. Nothing contained therein constitutes a solicitation, recommendation, endorsement, or offer by Lifeguarding Legacies, PLLC. All content on this site is information of a general nature and does not address the circumstances of any particular individual or entity. You alone assume the sole responsibility of evaluating the merits and risks associated with the use of any information or other content on the site before making any decisions based on such information or other content. Copyright © 2023 Heidi J. Thompson, Ed.M, JD | Lifeguarding Legacies, PLLC

1 Review for Heidi J. Thompson

HelpVet

1078 Reviews

Heidi was extremely kind and compassionate in helping me navigate my sister's estate through probate.

5/ 5

Heidi was extremely kind and compassionate in helping me navigate my sister’s estate through probate. She was patient and thorough in responding to my numerous questions, consistent in her follow through to commitments, knowledgeable and personable and kind in her approach to working with me. She went above and beyond! I would highly recommend her! ~ Suzann Arseth ~

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  • Do You Offer Military Discounts:Yes