
It got personal.
This past winter I connected my own mom and mother-in-law with my estate planning attorney, just to help get their affairs in order. Both of them had a long-term-care gap nobody had ever pointed out, and a tool existed that could close it. They were blown away.
“Why has no one ever told us this?”
That question stuck with me. It was the same thing I had been hearing from the widows and couples across my own kitchen table for years. So I built a practice around seeing the whole board, and telling you the truth.
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