This week, August 19 - August 23, progress toward completing work and closing the files that accompanied me in the move of my office continues to be made. As this is occurring, I am also continuing to develop my firm's case management and client communication system, which includes tools for collecting, organizing, communicating about, and maintaining client life and legacy planning information. Some of these tools have undergone significant updates lately, and the changes, once implemented, will offer some great opportunities for designing and maintaining client plans.

Please understand that ongoing work and availability for new engagements are not yet at full capacity. The large number of email and phone communications I have received are being addressed and/or returned in order of receipt, with non-negotiable deadlines and any urgencies for existing clients, then clients with non-urgent work in progress being given priority.

My deepest thanks and gratitude for your patience during this time of re-establishing my comprehensive life and legacy planning practice. I invite you to stay tuned for news of how this is taking shape, and I look forward to being in touch with you in the near future.

**NOTE: current clients, please place your requests for phone or in-person meetings during the available times noted on my calendar above.