Why have a Maintenance Program? Just like a vehicle, an Estate Plans need maintenance. I regularly deal with new clients who have created an Estate Plan years ago. Assets, families, goals and needs change through the years. When this happens, the Estate Plan can become obsolete or ineffective. One of the main objectives is […]
Here are a few featured testimonials. It is always flattering and humbling to receive testimonials from my clients. One of my goals is to understand not just the legal issue but the financial and emotional effects that these problems cause. Clients are welcome to provide feedback below. Full names never used. Clients images only used […]
