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Practice Areas

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Estate Planning

When you are ready for a trust, will, powers of attorney, living wills and other estate planning documents, I'm here to walk you through all the necessary steps. Just like financial planning you should look at your plan every 5 years or so.

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Legacy Planning

Your personal legacy is often as important as your financial legacy. Let's focus on the things that are meaningful about your life so that your descendants have you with them always. Likewise, with charitable giving, they need to know your why.

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