Adventure lover who enjoys Brazilian jiujitsu, jogging, and mountain hikes. Passionate about fall whitetail deer hunting and gaining new perspectives through travel abroad. Balancing an active lifestyle with curiosity and a yearning for learning.
Member
Development
404-341-9377
3355 Lenox Road NE
Suite 750
Atlanta, GA 30326
My clients are parents with multiple real estate holdings who worry about their children's financial well-being if something happens to them. An estate plan can give their children protection from economic uncertainty and access to better education.
Company
Matt Willett and I could do a joint presentation on succession planning. I could discuss succession planning for individuals and Matt could discuss succession planning for businesses.
Possible topics I could cover:
- What is a will?
- What is a trust?
- What are the Pros & Cons of each for estate planning purposes?
Referral Trigger Response