Navigating Estate Planning as a Single Individual
Contrary to popular belief, possessing few possessions or limited assets doesn’t negate the need for estate planning. Many singles own insurance policies, retirement accounts, and
Hello Heidi,
My name is Bill S. I am the youngest child of Tony and Ann S. We have never met, but from what I have seen and heard from my Dad, you have done some amazing things to help him. He has praised your efforts enormously to both me and my Brother Bob.
I wanted to reach out and send a quick note of appreciation for helping him through a very tough time. Although you may have not received much in the way of money for your work on this, (My Dad shared with me your bill), please know that you have made an enormous difference in our lives.
My Dad has been a “prisoner” in his house for a few years now, and the help that he has been able to get through your assistance, has been truly invaluable. I was down there last week and we had a few tough days. I am not sure what we have done without the assistance that you helped provide.
Thank you dearly for all you have done, you have truly been an angel for our family. God Bless You and your family!!!
~ Bill S.
The office staff is very professional, helpful and welcoming. Heidi is through easy to talk to. I now feel my wishes are well laid out and easy for those involved to carry out .
~ Kathy M
Contrary to popular belief, possessing few possessions or limited assets doesn’t negate the need for estate planning. Many singles own insurance policies, retirement accounts, and
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