August Estate Planning Workshop

Michele has an intimate knowledge of how a severe illness with no planning can decimate an estate. Her father developed early dementia, and her parents moved in with her. As her father’s condition worsened, she experienced firsthand the struggle and watched as the medical costs stripped her parent’s retirement accounts. Like many families, they had no idea where to turn, and they fumbled their way through the system.  That is the reason she is so passionate about “Planning it Forward.” She wants to make sure other families have plans in place and receive help when a crisis does strike. In the words of Sugar Ray Leonard – “Success is attaining your dream while helping others to benefit from that dream materializing.”