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I am passionate about helping people plan for and successfully navigate both the inevitable and the unexpected events in life, and to ensure that:
- Personal, family, and business goals are realized;
- Family values are protected and assets are preserved;
- Risks and expenses are minimized; and
- Peace of mind is achieved.
My clients recognize me as being “down to earth”, approachable and easy to work with. I provide my clients with personal attention and clear communication in plain and non-legalese terms, so that the issues and concepts are easily understandable and my clients can make fully informed decisions. I have the understanding and the know-how to implement strategic estate planning tools in the most cost efficient and seamless manner. I often consider my clients’ needs with regard to scheduling and affordability, and therefore I am willing to keep my schedule flexible and pricing reasonable.
Our services include the following:
- Trusts and Wills
- Estate Planning
- Incapacity Planning
- Special Needs Planning
- Tax Planning
- Trust administration and Probate