I didn’t appreciate the importance of estate planning until I became a parent. I was like most new parents, and I procrastinated in completing my estate plan. I didn’t think anything would happen to my wife or me and there was always something else that I made a priority.
My wife and I were planning our first trip without our kids and every parent’s greatest fear set in – who would take care of our kids if something happened to us.
This fear finally motivated us to make sure we had a plan in place. I wanted to do everything we could to protect our kids, so I started to learn more about estate planning.
I was working in the financial services industry, so I saw first hand what could happen if there wasn’t a plan in place. A large inheritance squandered in a short period or a family fighting for what they believed was owed to them. And worst of all, financial advisors preying on their vulnerable clients. I wanted to make sure that my family avoided these problems.
The more I learned about estate planning, I realized it involved more than distributing assets and avoiding taxes.
An estate plan could help pass family values to the next generation or maintain family harmony through difficult times. Or a sound estate plan could protect your family from people who want to take advantage of them.
Possibly, families could avoid the problems I saw on a daily basis if an estate plan was in place.
After going through the estate planning process, I knew that I wanted to help families and business owners protect what matters most to them. I wanted to provide them with peace of mind by having a solid estate plan in place.
So I started Aubrey Law.
My goal is to guide you through the estate planning process by getting to know you and learning about your concerns.
And, most importantly, creating a great estate plan that provides your family with the protection it deserves.
If you’re interested in seeing if we can help you, please let us know.