Estate Planning to Help Protect Your Family’s Future
An estate plan is more than a will, a trust, or a fancy binder full of papers. It’s more than a free dinner and a slick presentation.
It’s the vital first step in helping ensure that your loved ones are provided for in the event of the unexpected, and it’s serious business. It’s peace of mind—knowing that you have taken the time to plan for and protect your family’s future.
It’s Time to Get Started
There is no better time than today to plan for your future and for that of your loved ones with a comprehensive estate plan, including:
Trusts, including joint, tax sheltering, education, special needs and charitable trusts
Durable powers of attorney
Advance health care directives
Why Arbor Estate Planning?
Helping clients protect their families’ financial future is the most important work I do.
I don’t sell insurance, sell annuities, or put assets under management. Instead, I ask questions, listen, advise, then develop a comprehensive estate plan that meets your specific legacy needs. Let me help you plan ahead.
When my father-in-law, Chuck, was suddenly taken to the hospital with heart issues, he realized that he needed to “get his affairs in order.” Chris met us at the hospital that afternoon to discuss Chuck’s wishes. He was compassionate and understanding, without a lot of the confusing ‘legal speak.’
A Final Will and Testament shared by one client named his ex-spouse and the adult children from that marriage as the heirs of his estate. That could have caused severe financial hardship for his current wife and new baby. A phone call to Chris solved the problem.
Chris will go out of his way to help his clients. The elderly mother of a mutual client of ours was going to have an operation and needed financial documents drawn-up promptly. Chris drafted the documents and took them to the hospital for the family to review and sign, since they could not come to the office.
9:00a to 5:00p
- Consultations by appointment
- In office, by telephone, or online
- Evening appointments available
- Home, hospital and extended care facility visits available