Broker Check

Bluffton Location

117 E Elm Street

Bluffton, OH 45817

8/31/21 – Estate Planning Basics

Our office has spent some time putting together a very helpful booklet called "Estate Planning" overview.  

Estate planning isn't just for the dying.  In fact, that may be who it is LEAST for!  Get your house and affairs in order before you are dealing with illness, injury, incapacity, or death - when you have margin, clarity, and ability to do so.

The overview we have prepared is helpful to individuals and families all along that spectrum, regardless of whether you own little or much.  Estate planning involves possessions and accounts but it also involves guardians for minor children, wishes and desires, and helping your heirs with the transition.

Contact our office to request a free copy of the Estate Planning overview.  Knowing what to do is the first step to actually doing it - and we'd love to help!