Welcoming in a new year means revisiting the year gone by. Then, we typically follow the review by making plans for what we hope to do over the next 365 days.
Reviewing and planning are essential parts of life, growth and progress. These activities help us celebrate our successes, learn from any mistakes and challenges and think about how we want to live a more proactive and productive life.
Importance of Estate Planning
Estate planning may be one of the most important planning steps you can take because you make critical decisions about how to care for your family in your absence. But people often avoid estate planning for a variety of reasons. Sometimes it’s worries about cost. Other times it’s because it can be a weighty topic that might feel unpleasant to think about.
We’ve made it our mission to help take any worry and stress out of the estate planning process — and our clients tell us we’re living up to that promise.
Here’s what Bradley and Simone said about what it’s like to work with Fleming & Monroe:
“Fleming & Monroe is outstanding! Jake Fleming sat down with us and gave us personally tailored professional advice that would most benefit our family, children, and finances. He has the heart of a teacher. Fleming & Monroe did not try to sell us anything we did not need; in fact, what they really gave us was peace of mind.” – Bradley T.
“Bob Monroe was hands-down the most friendly and genuine attorney I have ever met. It is evident through our conversation that he has his client’s best interests in mind. He is very knowledgeable and took his time to explain everything. My husband and I highly recommend him.” – Simone B.
New Year, New Estate Plan
Is 2021 your year for getting an estate plan in place to protect your family and assets?
Contact our Mesa-based attorneys, Jacob Fleming and Bob Monroe, today at 480-534-7355. Our free, no-obligation consultation will get the process started.