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Cathy has done a great job helping me navigate the complexities of estate planning. She is well informed and has a great communication style. Cathy worked closely with me to first educate me on my options for estate planning and then developed a customized approach that met my needs. She worked to develop a plan that took into consideration special needs planning while also preserving access to government benefits. I recommend Cathy to anyone who wants to assure that their assets are protected, their loved ones with special needs are cared for and that their wishes are carried out.
