Dedicated to Providing Clarity: Estate Planning Specialist
Taking the first step towards peace of mind should be easy. Brooke Shanahan serves as a Client Experience Specialist, who is here to make the estate planning journey as comfortable and straightforward as possible. She is dedicated to answering questions, guiding clients through the process, and scheduling important document signings. Brooke’s goal is to ensure that clients feel supported and informed every step of the way, helping them take the first step toward peace of mind with ease.
Team Member Since 2024
By Daniel M Surprenant, Esq., CELA | Managing Partner Your home, life insurance policies, and retirement accounts can make estate tax planning relevant even if you do not consider yourself […]
A last-minute change to a will does not automatically mean someone exerted undue influence. A person can make valid changes near the end of life, even while seriously ill. But […]
The same vacation home can hold years of happy memories and leave your family with hard decisions about money, upkeep, and who gets to use it. You can take steps […]
