If you’ve worked hard to build financial stability, you probably think you’re set. You’ve got savings, a retirement account, maybe even some real estate. But without an estate plan, your financial wellness is only halfway there.
Take the case of Linda and Peter. They had a will and thought that was enough to protect their family. But when Peter passed away, Linda quickly discovered the limits of their planning:
- Their home had to go through probate, costing thousands in fees.
- Their accounts didn’t have updated beneficiaries, leaving Linda stuck in a mountain of paperwork.
- No healthcare directives meant their children had to make tough medical decisions without guidance.
By the time Linda came to Voorhees Law Group, she was overwhelmed. But Kari Voorhees helped her take back control. Together, they created a trust to protect Linda’s home and assets, updated her powers of attorney, and ensured her family wouldn’t face the same challenges again.
A will alone isn’t enough—especially for families with children, grandchildren, or multiple assets. Estate planning integrates your financial goals with your legal protections, giving you:
- Tax-efficient strategies to preserve your wealth.
- Asset protection tools to avoid probate and creditors.
- Clear instructions for your family in case of an emergency.
Financial wellness starts with a plan. Let Kari Voorhees guide you toward security and peace of mind. Request a Consultation today to get started.