Such a wealth of knowledge delivered with a healthy dose of compassion and patience.
I just turned 40 years old, single, no children (yet) and minimal assets. I didn’t think I would need to consider Estate Planning because of these facts alone. Frankly, when I see the phrase “Estate Planning”, I instantly relate it to being wealthy and assume that I am just not ready to even consider it.
Little did I know how wrong I was! After explaining my circumstances above and also sharing the unexpected and unplanned brain surgery from a brain tumor 5 years ago (that left me with only 2 weeks to get things in order, including a will), Kathleen shed valuable light on what I truly need to cover myself, ensure that my wishes are followed, my assets protected and my family taken care of.
She is my go-to in estate-planning and I recommend her to anyone regardless of age or asset size.
I can’t thank you enough, Kathleen! But thank you again for being such a God-send.