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Why Estate Planning
Helping families make wise financial decisions for the loved ones they leave behind... 

Estate Planning Made Easy!

Will you decide what happens when you are no longer here, or let the courts decide?  

As your life situations change, you need to change your financial legacy.  

Estate planning is often neglected, leaving families in shambles.  We all understand how important protecting our estate is, yet we often neglect implementing a plan.  

That's why we teamed up with America's best estate planning platform. It's simple to start securing your future today.  

As a Financial Consultant, I am referred to many clients for financial guidance. While most have saved well, they struggle to understand how important it is to put an estate plan in place to protect what they have worked hard for many years for their families.  

Our partnership with Legacy Lock has made the process of protecting your family easy, convenient, and affordable.  

Watch the Video 
You and Your Family Matter
We asked our community what is important to them when they are no longer here to protect and care for their families.

The majority stated they want their family not to have to worry or sort through what they leave behind.  

More importantly, they didn't want to cause trouble among family members.   

Unfortunately, without an estate plan, your heirs could face significant tax burdens, and the courts could designate how your assets are divided—and even who gets to raise your children.

Will you decide what happens, or will you let the courts decide for you?

We make estate planning easy.  We get to the heart of setting up the right estate plan for you.
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Hello I'm Jen Trowbridge, Your Retirement Income Strategist
When we polled our community about how they feel about estate planning, we continued to hear this:  “I think it will cost too much money and take up too much time.  

Some responded:  I told my children exactly what I wanted to happen, and everything will be okay. 

Others said, sometimes I think I would like to have a plan, so I have peace of mind, but it seems like a difficult process.  

Does this sound like you? 
  • I want a plan, but the process is intimidating.
  • I want a plan, but the cost will be too much.
  • I want to feel comfortable, but this is an uncomfortable topic to discuss.
  • I've waited too long to get it done.

If you at all question your current estate plan and how you will leave affairs for your family to handle, then you should connect with me and start your Estate Plan today!

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Jen Trowbridge Miami florida
Make a plan for what should happen to your assets, how you’d like to be cared for when you need it, and who will look after your children.
Join the hundreds of families like you who have taken back control of deciding their own future.
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