Planning for the Care & Protection of You & Yours ~ Your Family - Your Wealth - Your Legacy
YOUR FAMILY - YOUR WEALTH - YOUR LEGACY
Planning for the Care & Protection of You & Yours
(732) 743-5120 | firstname.lastname@example.org
Events and Presentations
Find out about our Upcoming Events and Presentations and options to plan your own event!
Planning Next Event – Check Back Soon!
Plan Your Own Event:
Mom’s (&/or Dad’s) Groups
I am happy to speak even if your kids are there!
I keep this kind of presentation to about 20 minutes plus time for questions.
– New babies groups,
– Toddler play groups,
– Any group of friends
Organizations, Clubs, PTO/PTA
I am available to speak to your organization, club, class, etc.
Wine & Cheese Evening
Your house, your friends, wine & cheese …
Learn about estate planning in a casual environment.
Contact us to plan your own event!
"We engaged Rebecca in early 2015 to create an estate plan for our family and we were very pleased with her services. Rebecca asked the right questions and her willingness to meet at our home was greatly appreciated! Rebecca made the process quite simple and we would definitely refer her to our family and friends as well as hire her in the future should the need arise." ~ Steven L.
"After each time we meet,
I have such a good night's sleep!"
~ Caia S.
“Rebecca worked with us to draw up wills and guardianship papers for our children. She made a ‘house call’ which is very helpful with two small children at home. She sat with us and went over exactly what we needed and helped us sort out all the details to assure that, in case we need it, our children will be taken care of. I completely recommend Rebecca as an estate planner, she is thorough, flexible and easy to work with.” ~ Zippy S.