My goal is to create a comfortable space where my clients feel supported and empowered to make the best choices for themselves. I appreciate the difficulty my clients face when they make choices about their death or disability or when they have just lost a loved one and need to forge through the probate or trust administration. My clients appreciate the nurturing, non-judgmental environment I offer to them.
I provide my clients with advice and assistance in the creation of their estate plan, whether it is simple or complex. I offer the full range of estate planning options to my clients from Medicaid planning to estate tax planning and everything in between. Additionally, I work with clients to assist with probate and trust administration after a loved one or friend has passed away.
Because I build a relationship with each of my clients, I believe that there is a certain chemistry that needs to be present between herself and her clients. For this reason, I offer a free initial consultation to every client where I evaluate their needs and offer a proposed plan and cost estimate.