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Newsletter Signup
I love to provide helpful information through occasional newsletters and announcements.  In order to subscribe, please complete the form below and we’ll get you started.  If you change your mind later you can always opt-out of future communications.    
Client Maintenance Program
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 […]