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Because not too long ago, it happened to my family and to my business and I swore it would never happen to my clients when I created my own firm.  And since then, I have seen countless clients come in to see me who have had this exact experience.

Unfortunately, what I discovered is the estate planning industry was not designed to serve growing families who experience lots of change on their way to success. It was designed to serve 70 and 80-year old’s who were preparing for death.