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The day that my daughter was born changed my life forever. It was on that day that I truly understood the power of legacy and the drive to compel future generations to become better than the one before it.
That’s what I love about estate planning, and that is my ultimate goal. I want to help families and business owners secure their family legacy, which includes the financial aspects of success, but also includes the stories, traditions, and values that have accumulated within the family over the course of several generations.
Estate planning to me also includes protecting future generations from themselves.