I would be delighted to work with you to develop an affordable, straightforward estate planning solution to meet your individual needs.

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Year 7 In Business: The Year Of Gratitude And Grace

When I started my estate planning business seven years ago this week, I never would have dreamed that I would be meeting clients in a makeshift outdoor office.  Yet, here we are.  While law school does not prepare attorneys to operate in a global pandemic, it does prepare us to maintain composure while navigating unexpected twists and turns.  To say there were a lot of those this year would be a drastic understatement.

As the COVID-19 pandemic took over our lives, estate planning came to the forefront of the minds of many.  My business has doubled over last year through the pandemic.  Thank you to my clients for entrusting me with your estate planning needs, particularly through this turbulent time.  I am incredibly grateful for the grace all of my clients have shown while listening to my children carrying on in the background of Zoom meetings and phone calls with good humor and kind understanding.  Your flexibility in moving to virtual appointments and meetings in our driveway, garage, or patio has made this stressful time manageable.  I am so thankful for your amiability.

As always, thank you to my family, friends, and professional network for your continued support.  Your referrals are so appreciated and your trust in me to serve your clients and loved ones is truly meaningful.