By Popular Demand – The Secrets of Estate Planning


I am posting the slides from my estate planning presentation entitled, The Secrets of Estate Planning. This was held on December 4th, 2024 for St. Michael’s College School – Alumni Association.

View slides here.

Remember, this information is not legal advice. Always consult a lawyer to confirm what is best for your needs.

Do you need help with your estate planning? Contact me for a meeting to discuss your questions. I look forward to helping you.

As a Certified Specialist, estate law is all I do.