I hope that this letter finds you well, and I want to tell you how much I value the trust you have placed in me as your attorney.  As a service to you and my other valued clients, I offer a free, one-hour consultation annually, not only to have the chance to visit and catch up with how you are doing, but also to review your estate plan and other documents in light of any possible changes.  Such changes can occur because of a change in your situation or at the whim of a well-intended legislator, but with just a few minutes in my office, we can insure that everything is in place in accordance with your needs and wishes.  I have provided a list of such occurrences which may create a need for minor – and, infrequently, major - changes to protect your property other assets, and your hard-earned money.

• Marriage
• Birth of Child
• Divorce
• Death of a Spouse or Family Member
• Birth of a Grandchild
• Child Becoming 21
• Purchase or Sale of a Home
• Change in Resources/Inheritance
• Purchase of Rental or Vacation Home
• Special Needs Child or Spouse
• Declining Health
• Aging

Please call at your convenience, and we will set up a few minutes for you to either come to my office or, if you would prefer, meet in your home - or in a restaurant over a cup of coffee (I’ll buy).  As always, whether or not you have any changes which affect your situation, there is no obligation for this meeting; it is totally free of charge to you, a valued client, and I look forward to hearing from you soon.