Monthly Archives:: October 2025

Why You Don’t Want an Initial Consultation, But a Life & Legacy Planning® Session Instead

Many people believe estate planning starts with a quick consultation and ends with a stack of documents – but that approach often leaves families unprotected. A Life & Legacy Planning® Session is different. It’s an in-depth, working meeting where we uncover what truly matters to you, explain how the law applies to your unique situation, and guide you to make informed decisions that protect your loved ones now and in the future. READ MORE