8 Years In Business

This week marks eight years in business, and I am so thankful, as always, for the continued support of my family, friends, clients, and professional connections. Over the past year, I had the opportunity to complete estate plans for over 250 clients and to meet and assist many more in other ways.

Clients often ask how in the world I ended up in estate planning. Though I typically respond that I grew up around my father’s real estate and estate planning law practice, the truth is that I find great fulfillment in meeting my clients and their families, learning about their lives, and helping to organize their affairs into a plan that makes sense to accomplish their goals. While the thought of our own mortality can be disturbing and these conversations can be difficult, what could be more important than coming to terms with the good and bad in life, evaluating our relationships, and making sure we take care of those we love?

To experience the emotions in the hearts of my clients as they work through meaning and relationships to come to a place of peace and relief is truly powerful. Everyone’s lives are uniquely beautiful, even when they are messy. Particularly during the COVID-19 pandemic, most have endured unfamiliar stress, and many great suffering. Now more than ever, there is great joy and beauty to be found in always choosing to see the good in others and to remain generous with grace, even when it is difficult or inconvenient.

Thank you to my clients for entrusting me with your estate plans. I look forward to all that year nine has in store.