I am the Plan Coordinator for Legacy Law Firm. I enjoy meeting one-on-one with our clients to assist with coordinating their estate plan with their assets. The word “asset” represents the things people have worked hard to achieve, and we want to make sure those things are taken care of for them, and then assets go to the right people or places when and how their estate plan directs. In order to do that, the estate plan must be coordinated with assets. Asset coordination, such as funding trusts, having beneficiary designations that work in harmony with planning, and organizing asset information for beneficiaries, is something that is often overlooked but can create significant problems if done incorrectly. Failing to coordinate estate planning with assets could mean that someone they intended to receive something instead goes to the wrong person or charity. When people do estate planning, one of their goals is to make things as easy on their loved ones as possible and to not leave them with a mess. Avoiding probate is yet another example of the many reasons why plan coordination is critical to having a successful outcome of an estate plan. I enjoy being part of a team that helps people, especially with something so important.
I grew up in a small town in Minnesota. I earned my Bachelor of Science degree starting at Minnesota State University-Mankato and finishing up at Colorado Technical University-Sioux Falls. When I’m not in the office, I spend most of my time with my other half, Kristopher, and our zoo! (2 cats and 2 dogs.) I also enjoy spending my free time with friends and family. My favorite quote that I try to live by is “To succeed in life, you need three things: a wishbone, a backbone, and a funny bone”, by Reba McEntire.