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Posted by scott, a Estate Planning client, Flag
We thought all we needed was to revise our 25 yr. old will. Bo sat down with my wife and I, asked logical, simple questions, and patiently explained to us the importance of coming up with an estate portfolio that would make it easier for our children. In a timely fashion, he called, met with us again, and presented to us an organized binder with our last wishes spelled out so that our children would know exactly what needs to take place first, where documents are found and who they would need to contact. Easy! Bo made it easy! scott