Every successful estate plan begins with a foundation of kindness and open communication A secure future begins with a simple conversation, and Debi is dedicated to making that first contact both reassuring and seamless. Serving as a Support Specialist in the Estate Planning Department, Debi understands the emotional weight that can accompany these decisions and strives to provide a calm, supportive environment for every client. She is your primary resource for navigating the firm’s unique planning approach, answering logistical questions, and managing the scheduling of vital appointments. Debi’s commitment to thorough communication ensures that you feel heard and respected as you take these important steps toward lasting peace of mind.
When someone passes away, heirs often assume their role is passive, simply waiting to receive their inheritance. In reality, heirs are often more involved in the legal, financial, and practical […]
By Guest Author: Michelle Cox, Owner of & Following Seas, LLC We’ve all heard the advice: use strong, complex passwords. Include numbers, symbols, uppercase letters. Don’t reuse them. Change them […]
By: Daniel M. Surprenant, Esq., CELA, Managing Partner I’ve seen firsthand that one of the most important decisions you’ll make when setting up your estate plan is choosing your trustee. […]
