Natalie has a talent for making complex things easier, especially when walking clients through important decisions about their family finances. Her unique combination of technical precision and genuine empathy has made Natalie a trusted advisor for dozens of Massachusetts families and business owners.
Natalie excels at making people feel comfortable while ushering them through the estate planning process with maximum efficiency. Ask any client, and they’ll tell you she’s incredibly good at meeting people where they’re at. Whatever your comfort level with the intricacies of estate planning, Natalie will make sure you understand your options at every step of the journey.
Natalie’s top priority is helping people proactively protect what they’ve built. She advises clients on estate and tax planning, trusts, and estate administration, carefully helping each client build a plan that meets their unique needs and goals.
Estate Planning - 50%
Probate & Estate Administration - 25%
Tax Law - 25%