Business Owners, Self-Employed, Entrepreneurs–Fuel your mind and your body!
On Wednesday September 27, 12-1:30 join us at the Columbia County Chamber of Commerce for a free lunch, and learn:
· What an estate plan is & why it is important for all small businesses & self-employed individuals, not just the super wealthy
· What your estate MUST include to keep your family & business out of the probate court & how to make it as easy as possible for your family, your employees & your customers/clients after you pass.
· Why its crucial that your estate planning attorney works with you to create a comprehensive plan that fits YOUR goals for your business & your family
· What Estate planning should cost & who pays the cost of a “too cheap” plan
***Unlock YOUR legacy today! Attendees will receive a Golden Ticket for up to $1000 towards a Life and Legacy Planning Session!***
Non-Chamber Members may register by using their email address (lower line on the registration page).
Four Corners Legacy Law
I want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love. I cherish the opportunity to help secure what you love. I look forward to learning your story, hearing what matters to you, and helping you to discover what’s actually needed to keep your loved one’s out of court and out of conflict when something happens to you (or them). We focus on strategic business and estate planning to achieve your goals.
If you’re ready to get going, please attend one of our upcoming events (which you can read about below) or schedule a 15-minute free consultation. If you’re ready to jump right in, please schedule a Life & Legacy Planning Session; if you’re a business owner, schedule a LIFT Your Life and Business Planning Session.
Undecided? That’s fine, it’s normal to be a little uneasy about estate planning. Many of our happiest clients started just where you are right now. But, when they read the best-selling book on estate planning for families, Wear Clean Underwear (I know, it’s a funny name, right?) they felt more at ease, educated, and informed. I would love to send you a copy of this book for free, as my gift to you for considering working with me.
Simply click here and enter your name and email address and I’ll send you Wear Clean Underwear: A Fast, Fun, Friendly – and Essential – Guide to Planning for Busy Families.
It’s called Wear Clean Underwear because your mom always told you to wear clean underwear in case you were in an accident, but once you are a parent, there are important legal planning steps you need to take as well. By the way, the book gets 4.4 stars on Amazon.
Testimonials
“During a very difficult time with estate planning and procedures, Morgen and crew fit us in in such a timely manner. Knowledgeable and super helpful providing guidance and legal expertise! Friendly, professional, considerate and went above and beyond! Highly recommend.”
Estate Planning
Hiring a lawyer you love to guide your estate planning decisions now and to ensure your family is supported throughout life and beyond can be easy and straightforward. We promise to deliver the counsel you need, the legal planning you want, and a relationship you can trust, at a price you can afford.
During our first meeting together, you will feel more organized than ever before because you will have a complete list of your assets ready for family in case of any emergency. Plus, we will review the state’s default plan for you, and if you do not prefer that, we will review how to get the right plan in place for you and your family.
Helpful articles for business & estate planning:
6 Estate Planning Must-Do’s After You Say “I Do” – Part 1
Wedding season is winding down, and if you are a newlywed or are planning to tie the knot soon, it’s time to make your first legal move as a married couple – creating an estate plan. With all the joy and happiness a new marriage brings, planning for your potential...
Don’t Forget To Include Intellectual Property In Your Estate Plan
You don’t have to be a famous producer or household name to own intellectual property. If you create music, own a business, write stories, or build gadgets in your garage, you almost certainly have intellectual property. However, because intellectual property is...
Help Your Parents Avoid These New Financial Scams – Part 2
In part one of this series, we explored two popular scams that are targeting older adults this year: the grandparent scam, and cryptocurrency pickpocketing. In this week’s blog, I’m sharing two more scams that you and your parents need to be aware of, plus tips for...
