Post-Bankruptcy Legacy Planning

Most of us met in an unusual way. We met because you needed to create a plan for your future that did not include creditors and collectors and fear of the phone ringing. For many of you, bankruptcy was the solution you needed. You trusted us to walk you through that process with the goal that one day you would feel confident in your financial future and know that what you have worked so hard to earn for your family is safe.

If you are reading this – I want you to sit back and think about what you have managed to achieve. Think about where you were when we met and where you are today. 

What an amazing accomplishment. 

I am proud and honored to be a part of your journey, and I am excited to walk with you through the next phase. Our goal has always been for you to defeat debt, get a fresh start, and free yourself of your financial burdens. 

It only makes sense that we take that one step farther, and make sure your family members do not inherit any financial burden as well. I have always believed that the number one reason to complete an estate plan is to ensure that your family remains at peace and whole after your passing. Removing the guesswork ensures that your loved ones can focus on what is most important – celebrating you and your amazing life. 

Our Mission is to help our clients achieve financial freedom, and we have hundreds and thousands of clients and friends who put in the hard work and are now enjoying that freedom. Our clients and friends are smart. They know how hard it was to get to where they are, and they never want to go back to the financial uncertainty they once felt, and they don’t want it for their families either.

We are constantly asked if we can draft a simple will or power of attorney for our clients. And it has become increasingly important for everyone to have healthcare directives so that those incredibly difficult decisions are not left to loved ones to decide, as we have seen repeatedly the past few years.

I know that some people think they don’t have enough stuff to require an estate plan, or they can find a form online and do it themselves. I am here to tell you that is wrong. I completely agree that most people do not need huge, complicated, and expensive trusts with hundreds of pages and documents. But everyone needs something that directs what will happens to the things you have worked so hard to earn and protect. And if you have children, it is non-negotiable. An estate plan is required, and you need a professional to make sure there is no fighting or unnecessary litigation down the road.

We hope you are as excited about this new addition as we are. We believe it is essential to continuing our journey with you. You have financial freedom. Now let’s keep it – FOREVER.