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Estate Planning Handout

Estate Planning Handout with fees, information about estate planning, and about us!

   

Latest Blogs

Latest Blogs

Creating a comprehensive estate plan takes a lot of time and effort, and once it’s complete, you’ll feel a tremendous we …

After a close family member or loved one passes away, it’s only natural to feel grief and sadness. In remembrance of a l …

Estate planning should be a priority for every adult no matter their personal and financial background. There are so man …

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Testimonials

Testimonials

You guys know what you’re doing! What a beautiful, magical, meaningful & yes FUN process you’ve guided us on. We deeply appreciate all your grace, wis…
M & J M
Lori’s ability to facilitate conversations around difficult topics made our experience both productive and enjoyable. We are confident our desires wil…
A.B.
The care and focus of the estate planning was always motivated by the ‘why’. ‘Why is this important to you?’ That is special and maintains the cleares…
A.N.
Professional, organized, helpful. You are all fantastic! Compassionate and attentive to all of my needs. Thank you!
L.A.
Lori and her team are amazing at what they do. Focused on estate planning whether someone is looking for simple or complex planning. Myself and anothe…
K.P.
Lori and the team are wonderful to work with!
N.R.