It's important to have a plan in place...many more people don't have a plan that meets their needs.
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...smart estate planning workshops.
•Long-Term Care Planning
•Probate and Estate Administration
•Special Needs Planning
•Charitable Giving Strategies
•Business Succession Planning