Imagine a week in paradise to complete your estate plan with plenty of time. Most of us squeeze out a couple of hours on a weekend to quickly find the answers to some of the most important decisions we’ll ever make – who will raise our children if we’re not here, for example. The quality of your plan depends on the quality of your answers. Imagine what’s possible if you’re not drafting it from fear, but from “how can I contribute?” What if your estate plan was just a continuation of your life’s purpose beyond your physical form? Sometimes we’re able to accomplish more even AFTER were gone, if we put our mind to it and our heart in it. I recommend starting your stay with a massage, a guided meditation, a good rest and then let me do the hard part – the documents themselves. You’ll leave having completed your entire estate plan.
Date: TBA Cost: $7500 including 6 nights accommodations (double occupancy).
If you own a business, it’s “business succession planning”—a write off. California residents only.
Your expert skills, knowledge and kindness helped us so much and brought us real peace of mind during a very difficult time. You were there for us in a pinch and really had our backs. There’s no replacing you because no one else like you!