Free Estate Planning Essentials
Are you ready to take control of your legacy? Estate planning ensures your wishes are carried out and your loved ones are protected. Here's a simple breakdown of the essential documents everyone should consider.
Meet Kelly
Attorney | Advisor | Certified Exit Planning Advisor (CEPA) | Business Owner | Author | Speaker.
Kelly is the resident expert in estate planning, business consultation, and planning for your family and your business.
She is driven by an altruistic mindset and fortunate to own several businesses that allow her to impact others and make a difference in her local community. Growing up in an entrepreneurial family, she has owned her own consulting firm and an estate and business planning law firm for over 25+ years.
Kelly has experience in growth and exit planning for entrepreneurs, finance, banking, real estate, natural skills alignment, estate planning, law firm partnerships,
family business ownership.
If you want to connect with Kelly as a business owner or discuss estate planning, business planning, business growth and exit planning, connect with Kelly today.
