Many people put off developing their estate plan. We believe that is often caused by feelings of unpleasantness when thinking about it. As unpleasant as it is to think about things, it is so vital to you and your family. If you ignore starting your estate plan, there are issues you or your family will eventually have to face.
Jackson, Rolfes, Spurgeon & Co. take the time necessary to get to know you and understand your objectives. Your Estate Plan is something we do not take lightly and neither should you.
Certain documents are key estate planning tools: a will, a living will, and a durable power of attorney. It does not matter what age you are or how wealthy you are, if you do not have these documents or have not updated them recently, you need to have that done.
Most people do not realize how complex their financial lives are. Jackson, Rolfes, Spurgeon & Co can help you simplify what is already a complex situation. We will offer practical "make sense" suggestions on how to best establish your estate plan.
For more information on this, please contact us and ask for James Minutolo.
