Marietta Estate Planning in the Comfort of Your Home

Dave Ramsey’s Recommendations

Many of my clients are big fans of Dave Ramsey, as am I. He recommends doing three things this year that will change your life – check it out here.  I can help you with two of the three things he recommends. First, he recommends paying off debt or reaching a savings goal – not much I can do about that. His second recommendation is to compile a legacy drawer, that includes your will and other estate planning documents, funeral instructions, financial information and more. I can help with that, and I can give you some horror stories of what happens when people fail to do that. His third recommendation is to seek wise counsel. I work with a network of financial planners, insurance agents and other professionals. If you need counsel on an issue other than estate planning, let me know and I would be happy to recommend someone who can help.