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Our Process

We always say that a person’s most valuable assets are their relationships with their loved ones, their health, and their hard-earned money. Our goal is for all three to be not only preserved, but maximized.

Our workshops are the starting point for anyone interested in planning strategies. Whether you're interested in traditional planning (wills, patient advocate designations, living wills, or powers of attorney), blended family planning, or long-term care planning, it all starts with our informative presentations.

After attending one of our workshops, you are eligible for a one on one appointment with our attorney to discuss your individual concerns and answer your questions regarding your planning. To take advantage of this free education and for more details, please contact our office to sign up for one of our workshops!

To view our entire Estate Planning Process click here.