Aging alone does not have to mean fending for yourself. With thoughtful planning and a trusted support network, solo agers can preserve independence and peace of mind.
Dividing an inheritance fairly can be complex; understanding the difference between equity and equality is essential to prevent conflict and preserve family relationships.
In Estate Planning we often refer to a person's legacy as the money or assets they leave to another person. We are well equipped to manage that for people. But its on days like today - the day dedicated to Martin Luther King Jr that we are reminded that legacy is more than wealth. Legacy, […]
Thank you to all of clients and people who trusted us with referrals of their friends, family, loved ones, and clients. We were able to help so many wonderful people with their estate planning, estate administration, and long term care needs. It is an honor and we are grateful to enter a new year to […]
We value and appreciate all of their hard work. Always a pleasure to work with! Communicates effectively and in a timely manner. Highly recommend
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Nicole Lu
December 7, 2020.
We used Meredith for our estate planning and cohabitation contract recently after we bought a house. She was very responsive, very Covid aware/safe and lovely to work with.
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Daniel Lee
January 7, 2020.
We had a great experience working with Meredith when putting together our estate planning documentation. She was always professional and courteous, explaining legal concepts and terminology in a way that was straightforward for us to understand. Meredith was responsive and open to answering our questions so we could fully evaluate different options. She provided sound recommendations for us to consider based on our current position and point in life. Even given the gravity and importance of the estate planning process, Meredith put us at ease and made us feel comfortable coming to decisions and documenting outcomes that work best for us. We intend to work with Meredith for future needs that we may have, and would highly recommend working with her to others.
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Floyd Frick
March 28, 2019.
The best! .... I used Meredith to get me thru an estate settlement. It went smooth. Thanks.