I didn’t truly 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 the problems that could arise if there wasn’t a plan in place. I wanted to make sure that my family avoided these problems.
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.