I strive to meet my clients where they are in the estate planning process so I can provide the necessary information, education, assurance, guidance, and documents they need to move their estate plan forward. Whether it is the first time a client has heard of a trust, or the fifth time a client has amended a trust, I take the time to learn their needs and desires in each situation so as to best cater to what is best for their individual estates. I also work with my clients to assure the neces... Read more