Estate Planning With Presentation Story- Confident Grandmother
I had been to an estate planning seminar where I was scared into believing that I need a revocable living trust to avoid probate and was pressured into signing up for the trust at the seminar to receive a discount. After I left, I had buyer’s remorse and just did not feel like I had made the right choice. After telling my neighbor about my experience, she suggested that I come see NC Planning speak about estate planning in our community next time they were there. I was hesitant but she nudged me along and joined me. I was instantly impressed by their knowledge and passion during the presentation. There were no high-pressure sales and it was obvious that they cared about doing the right thing for clients. I even learned that I could avoid probate with simple beneficiary designations! I was handled with so much care when I went into their office and they took all the time I needed to understand my options and guide me in the right direction. I was so relieved the day that I signed my will and had taken care of my grandbabies’ future the right way.