Each individual is different, but everyday circumstances happen to us all everyday. Below are a few examples of how my services brings solutions to your needs:

Young Family
Jack Smith is 30-years-old, his wife Claudia is 28-years-old. Jack and Claudia have been married for four years. They have a two-year-old son, Jacob, and are expecting their second child. They just bought their first house last year and both work full-time.
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Retiring Parents
Jack’s parents, Dan and Debbie, are both 66-years-old and have recently retired. They have three adult children. Dan and Debbie have $550,000 in retirement and savings accounts for their years of retirement. In addition, they own 160 acres of family farm ground, and Debbie expects to inherit another 80 acres from her mother when she passes.
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Single Person
Dan and Debbie Smith’s youngest child, Gwen, is not married and doesn’t have very many assets. She graduated from college one year ago. Many people have the misconception that a single person with very little assets doesn't need any estate planning.
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Single Senior Citizen
Debbie Smith’s mother, Ardith, is 81-years-old. She has a net worth of $700,000 and lives in an assisted living facility. She established a trust in 1988 with her husband. He passed away in 1994 and she has not updated her plan since its creation in 1988.
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