Estate Planning for Baby Boomers

Having Difficult Family Conversations – Estate Planning for Baby Boomers

Are you a Baby Boomer? Then you’re born in the post-WWII era of 1946-1964. By 2030, all U.S. baby boomers will be aged 65 or older (U.S. Census).

If you’re a member of this illustrious group, at some point, you’ll want to explore your estate planning options and put a plan in place for your family’s benefit – before you shuffle off the mortal coil! 

I realize most of us would prefer to avoid the conversation around what happens to our family and our wealth when we die. Fortunately, we at Life Planning Inc. offer a streamlined, cost-effective way to set up your Trust and other important legal documents.  

If you’re a Boomer, now is the time to put the wheels in motion for this kind of planning. By investing the time to develop your estate plan, you’ll show how much you care for your family by making the process of settling your estate as easy as possible for them.  

So please, give us a call, let’s have a conversation. We’ll show you how easy it is to set up your Trust and other life planning necessities. We’ll discuss your unique circumstances and explore your options.

Call us at 877-438-7878 for a no-cost, no-obligation consultation. Click here to Life Planning Inc. for more information on a wide range of Estate, Business, and Asset Protection Planning solutions tailored to meet your unique goals and circumstances.

Looking forward to our conversation!

Warner Lewis III

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⭐️⭐️⭐️⭐️⭐️ It was such a great experience. We received excellent service. The office and especially Warner went above and beyond to accommodate our needs. He is very knowledgeable and took extra time and effort to explain every little detail. Very satisfied with the service. – Suzanna R. Phoenix, AZ