Tuesday, February 10, 2009

Estate Planning Should be an Easy Process

Today has been a good example of why I like what I do:
  • I had a meeting with Jesse Lichaa this morning, a Fresno realtor I've come to know and respect this year. In the meeting, when he asked me an open ended question about my business, I responded (pretty much instinctively) that I have a passion for making estate planning easy for people.
  • My afternoon primarily involved preparing for and attending a meeting with a new client. At the end of the meeting, one of the spouses said "thank you for making this process easy and enjoyable."
Estate planning is not a complex animal when broken down into its core components. It truly is rewarding to see people engage in the process and feel so much peace of mind as a result.

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