In lockstep…

Having your estate plan done is a major accomplishment. It is a huge step in the right direction to protecting your assets, your wishes and your loved ones. A number of clients breathe a sigh of relief after the plan is done, store their binders for safekeeping and hope to never look at them again! However, the work does not stop at having the plan done! Your estate plan must remain in LOCKSTEP with you!!

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