The Estate Planning Center

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What Our Clients Say Estate Planning is a very personal matter, and only a few clients are willing to have their comments or identity made public. Occasionally we do get a letter from a client who gives us that permission. Here’s what those clients say about our unique LifeSpan™ Planning Process: Feb. 12, 2010 Dear Curt, It was a year ago on Feb. 17, 2009 that we first attended one of your information sessions. That was one of the best things we have done. We have been talking-discussing and putting off that we should do with our land and personal effect after our deaths for years. We had tried one time to get a will/plan put in place and immediately realized that our wishes were not being heard. So we paid the fellow and never went back. We signed up for your program we immediately realize that we were going to be listened to and our wishes were going to be met. You had a step by step program we could easily understand. We however, had no idea how thorough your plan was going to be until you took us through step by step. Our children were thrilled that there is a plan in place too. They are happy that they have been invited to be a part of it… Again thank you so much…Wisdom is knowing what to do next; virtue is doing it! We look forward to attending your follow-up sessions. We feel good about what you have helped us accomplish. J & MJ B Spring 2009 LifeSpan™ estate planning is planning that is tailored to fit our needs. Our meetings with Curt (and the forms-our homework) really made us think about exactly what we wanted in an estate plan and then helped us achieve that goal. All of this was done with the personal touch of Curt and his staff. F. Steele Princeton, IL Dear Curt and Staff of Estate Planning Ct., We were invited to Estate Planning meeting by Gary Goodwin [accountant with Farm Business Farm Management] and Ron Kirby Investment Planners Incorporated and introduced to Curt Ferguson of Estate Planning Ct. Later we met at Ron Kirby’s office and discussed our estate. We felt comfortable with Curt and estate plan he offered. We then set up our Living Trust and Limited Partnership. After five years [in your maintenance and education program] we are satisfied with [our] unique plan and would recommend [your approach] very highly - [you] have a wonderful staff and are very helpful and explain to anyone who ask or who has any questions. We appreciate [your] concern for our family. N.M. Princeville, IL Dear Curt, I am writing to let you know how much I and my entire family appreciate the work you have done for us on our estate planning. My mother and I truly enjoyed our meetings with you as we developed the plan together. Your ability to clearly and simply explain some complicated questions made the process much easier. Plain English is a wonderful thing! I also appreciate the time you spent with our entire extended family, going over our plan and explaining its consequences to all of us. That helped get everyone on board with the plan; now they know what to expect. Many of us are now pursuing similar plans of our own. Your help in organizing our ongoing farming businesses will enable the third generation to continue farming the family farm.

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