Who You’re Going To Call
Pie and Grace Offered by: Melissa Rippy - Rippy Insurance Agency / Allstate
ovember marked our seventh year of business in the Brighton community. We are grateful to each of you we have met along this journey and are honored to still be here to help what matters most. One of our favorite parts of being a small business is that we get to know our clients and their families and build relationships with them over the years. Grace Fletcher For the past eight years, we provide pies to our clients and they each get a choice of a pumpkin or apple pie during Thanksgiving. One of my favorite clients in our agency was Grace Fletcher. She would call me at different times throughout the year, sometimes in March or the summertime, just to make sure we were still giving away pie because it was her contribution for her family during the holiday. One year the weather was frigid cold and the roads were icy. Grace said she was too fearful of driving so I hand delivered her pie to her that year so she wouldn’t be without. Grace passed away on November 2nd, 2020. I asked her family here in Brighton if I could dedicate our pie giveaway going forward in Grace’s memory. The family agreed, and we are proud to share our first year of “Pie & Grace.” The COVID-19 Pandemic has made this year trying and uncertain for so many in our community and neighborhoods. Even though your Thanksgiving may look different this year, don’t forget two things – Pie & Grace.
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Quick and Easy is Not the Way Offered by: Dolan & Associates, P.C.
T
he traditional approach to estate planning in America is a challenging system, at best. The chance of a successful planning experience is remote if you define “success” as “meeting people’s expectations”. Most people consider the subject of death and dying taboo, and as a result professionals have created a reactive system that has the capability of producing as many problems as it solves. The process usually starts with professional advisors accommodating the individual’s desire to make the process as short as possible (think: trip to the dentist!). Sadly, as long as the experience is short and relatively painless, most “planning” experiences are treated as “successful”. However, this is an extreme disservice to you and your heirs because the heirs often suffer the consequences of this type of planning. Professionals rely on sterile form documents, with little effort to educate individuals about their options and the additional steps necessary to actually produce results. This includes financial advisors who recommend simple document acquisition, as well as attorneys who perpetuate the myth that the documents accomplish everything. In reality, people accomplish the tasks associated with estate planning, and people receive the benefit, or bear the brunt of, the results produced through the planning process. Understanding the steps needed for success, customizing the plan to fit your family, and preparing your family to effectively implement the plan are critical steps to producing a smooth transition upon disability and death. These steps are regularly disregarded in most estate plans because they take more time and effort. There is a better process available for those who take the time to seek it out. If you have questions, I encourage you to gain more knowledge about available estate planning options, by visiting www. EstatePlansThatWork.com to sign up for a complimentary online workshop.
30 The Brighton Buzz | DECEMBER 2020
Avoid Probate
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Reduce Taxes
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Feel Secure
Estate Planning • Wills • Trusts • Business Planning
Plans That Work. People Who Care.
Efficient Probate And Trust Administration
Serving Our Client Family Since 1996 Offices in Brighton & Westminster:
Michael Dolan
303.654.0100
www.EstatePlansThatWork.com
The Truth About Estate Planning™ Workshop
Join us via Zoom Zoom… for our December workshop.*
y, Tuesda 5th r e b 1 Decem30 pm : 6
*Due to the latest COVID-19 protocol, this month’s workshop will be offered via a virtual Zoom Webinar.
Learn how you can create a plan tailored to your family by working with people who take the time to know you personally and truly care about you and your family. Reservations are required, so call to make a reservation today.
We will be collecting donations at our offices until December 11th! Visit us online at: www.TheBrightonBuzz.com
