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Estate planning may not involve the easiest subject matter, but the process doesn't have to be stressful. It's important to have a plan in place-it provides us peace of mind and makes difficult times a little easier for our loved ones. Yet, more than half of us don't have a written estate plan and many more people do not have a plan that meet their needs. Join me for a workshop and take an important first step in planning for your future-and that of your family.
In my practice I focus on customizing solutions. I help clients articulate their needs, understand the possibilities and then implement an estate plan that best fits their and their family's goals. My approach is unique in that I focus on education. I find that by giving clients a greater understanding of the options available they stay in control, which eliminates stress.
I offer clear, compelling workshops that answer important questions, offer sound advice, and set you on a path to smart estate planning.