Estate Planning & Protection

Join me for a FREE informal and informative evening designed to get your plan started or refined. 

I work people in all stages of home ownership. One of the most challenging can be when I help clients settle the estate of their loved ones. There are so many of us in this season of life. It has become so apparent to me that there are are a few things we can do to make this easier.  As for me and Jack, we are definitely planning NOW to make it as easy as possible on our kids in the future.  

If you are in the same boat, I'd love to share some information to help you as well.

I’ll be joined by special guests Phillip George, Elder Law Attorney, Becky Farrar, Evergreen Home Loans, and a financial advisor. We hope to answer your questions from a financial, legal, and real estate perspective…