(DALLAS-FT. WORTH, TEXAS — DFW Retirement Planners News) “Do It Yourself” can be a good thing. For homeowners, DIY can save money and give a sense of accomplishment. However, when it comes to Estate Plans and Wills, “Do It Yourself” can create some issues. Recently, estate planning attorney Alan Maples joined Britni Levensailor on DFW Retirement Radio for a discussion on the topic.
“The problem with ‘Do It Yourself,’ estate plans” Maples said, “is that they are often produced by on-line programs that are template driven. And because each state has different laws pertaining to estate plans and wills oftentimes errors can occur for people using these programs.” Maples, who is on-staff at DFW Retirement Planners, invites listeners to come in for a complimentary retirement plan check-up to discuss getting wills and estate plans done properly and completely. He added, “For our clients at DFW Retirement Planners, I’m here to help in this area. Instead of having to drive all over town for this service, they can get this important aspect of retirement properly managed as part of their retirement plan.”
Britni Levensailor, host of DFW Retirement Radio and VP at DFW Retirement Planners, calls Alan Maples an integral part of the firm’s strategic partner team. She said, “It’s taken us several years to assemble this team, but I’m really excited that we such a talented group of strategic partners who are available to help our clients in all areas pertaining to retirement. Investments and creating income for our clients is key to a good retirement plan, but at our firm we’re here to help in other areas like Social Security, Medicare, Tax Planning & Estate Planning and Wills. We want to be the one number our clients call for anything pertaining to retirement. One stop shopping!”
DFW Retirement Planners offer a complimentary initial consultation in their Dallas or Ft. Worth offices. For more information, click here or call 888-774-4492 (888-7-PIGGY-BANK). DFW Retirement Radio is broadcast Saturdays from 2-3 PM on 820 WBAP Radio. To listen live, click here.
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