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Robin Shipley
Crisis Intervention and Probate Avoidance Estate PlanClient Story
Robin and her husband Frank were nearing retirement and were looking forward to enjoying their time together. They had downsized their home and only had one more child to finish putting through college… then the phone call came. “We received a phone call from someone who has assisted my mother Phyllis with her finances for years who notified us of some very uncharacteristic spending activities that my mother had made. My mother is a very intelligent and independent woman who had done very well in business and enjoyed traveling. To hear that she was making bad financial...
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