Ask A Planner Travis Resized

What's the Advantage of Talking With a Planner?

Article Type: Ask a Planner

Q: What’s the advantage of talking with a planner when I can just go to my lawyer?

A: You absolutely need to work with your personal attorney once you are ready to execute your legal documents. However, most people have many questions and concerns to work through before they reach that point.

If that’s true for you, it may be most cost-effective and helpful to speak with a trusted planner who shares your values and can help you identify solutions that fit your goals and situation. Our experience and knowledge may help you save taxes, minimize family disputes, provide for a family member with special needs, transfer a family farm or business, and avoid probate expenses and delay.

Q: How much will it cost me to talk with a planner?

A: Nothing! Our planning services are made available to our clients at no cost because of their support of one or more member ministries. In this process, we will never ask for a donation, sell any financial products, share your financial or personal information or charge you for planning services.

Have Questions?

Call us at 888.448.3040 or email planning@BarnabasFoundation.org to ask a planner.