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Timely Estate Planning: Choose the Best Age to Start

Do you know when to start planning your estate? Many people believe estate planning is only for the wealthy or elderly, but this misconception can lead to serious consequences. ...more

Estate Planning

March 20, 2025•15 min read

Passing Down Family Traditions Through Estate Planning

Have you considered how your family traditions will continue after you're gone? Estate planning isn't just about distributing assets; it's a powerful tool for preserving your family's heritage. ...more

Estate Planning

March 13, 2025•9 min read

Naming Backup Guardians: A Smart Choice for Parents

Have you thought about who would care for your children if something happened to you? Naming backup guardians is a crucial step in estate planning that many parents overlook. ...more

Estate Planning

March 06, 2025•10 min read

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I have known Stacey for many years and fully recommend her. She is committed, thorough, and dedicated to your success. You are in good hands!

Brett Smith

I've known Stacey over 30 years. She is dedicated, diligent, and determined to serve her clients with honesty and integrity. She loves helping people plan for their financial future.