Planning for the Ones You Love

Happy family
At Cruz Law, the planning process begins with a Family Wealth Planning Session.

 

Before the Session, you will complete homework that will have you feeling more organized and put together than you have in a long time.

 

Maybe ever.

During the Session, together you and Blyss will look at what would happen to all of what you have and everyone you love if anything were to happen to you.

Then, you and Blyss will determine a plan together to make sure everything is handled exactly the way you want. And so that your family always knows just how much you care.

Should Blyss decide there are things she can do to take care of your family better than they are taken care of now, she will present you with planning options that allow you to decide on your fee and the level of service that is right for you and your family.

You're Always in Control