Emily’s Story

“Doug and I created our first estate plan when our daughter was born. We are opposites when it comes to finances; I’m a spender and he’s a saver.  However, the one thing we always agree upon is having a blueprint for our finances and children.
As our family grew, so did our expenditures and assets. For us, it just made sense to then take some time and a little effort to put the measures in place to protect our children and assets.

Chuck’s office made our estate planning seamless and stress free from start to finish. After our first consultation, we were able to complete the paperwork via email and fax. 

We’ve come to realize the people we talk with, in our age group, have not thought about guardianship for their children or estate planning. We feel relief and peace of mind having a plan in place and can’t thank Chuck and his staff enough for their professionalism and expertise!”

Life is busy for all of us, but you have to devote time to protect the ones you love. 

 Emily was 26 and her husband Doug, 31 when they started their estate planning. They have continued to work with our office to make changes as needed with a simple phone call, email or quick visit. 

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