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Compassionate. Convenient. Comprehensive.

Compassionate. Convenient. Comprehensive.

Month: October 2021

Preparing for an Estate Planning Meeting

When preparing to create or modify estate planning documents, many clients are at a loss for where to begin. There are so many questions that pop up once you start the process that it’s easy to become overwhelmed. When you’re getting ready to meet with your estate...

What Happens When Wishes Are Ignored

A not-uncommon anxiety from many who are creating their estate documents for the first time is the concern that your wishes will be ignored or misunderstood. There’s often a desire to lay out everything you can possibly think of and to account for every scenario. More...