I am passionate about providing estate planning services to parents with minor children.
f you don't have an estate plan, please contact me on LinkedIn or through my website for a complimentary call about your estate planning goals. In my relationship-based approach, we will work together to create a plan based on your values and tailored to protect and provide for your loved ones. By the end of our process, I want you to feel confident and prepared.
I consistently work with trusted professionals in insurance, personal finance, mortgage, and real estate, as well as family, intellectual property and corporate formation attorneys. My clients deserve the best professional team of advisors. I take networking seriously. Business is personal. If you feel the same way and are local, let's have a cup of coffee.
I consistently write newsletters on estate planning and related topics. You can sign up on my website.
I strongly believe that families belong together and that an estate plan has failed if it does not preserve family harmony. Estate planning is not filling out a questionnaire and then signing documents a lawyer has prepared for you. Estate planning decisions come from the heart, after guided discussions and counsel about your options.
When I am not working with my clients to create personalized estate plans, I am playing Cards Against Humanity with my friends, reading the New Yorker cover to cover, and cheering on my sons at soccer games and music recitals.