Statistics:
50% of all individuals do not have an estate plan
100% of all individuals will use an estate plan
0% chance of discovering the fountain of youth
0% chance you have an “S” on your red and blue tights (aka you are not Superman / Wonder Woman)
100% Guarantee you will use your estate plan
Having completed over 2,500 Estate Plans – nothing surprises me. Easy fixes now – can save a lot of anxiety later.
Take advantage of THE BUNDLE
To a prosperous and happy 2021!!
Sean G. Todd, Esq., M. Tax, CFP®, CPA
P.S. Your tax, estate and financial plan – done: THE BUNDLE