Love of others drives my passion for estate planning
I love estate planning because I love working directly with clients in deeply meaningful ways.
Done properly, estate planning should center your values, goals & concerns. Understanding everything else through that personal lens, I help you achieve a confident and assured estate plan that works for you both in life and death.
I offer a process that is:
—simple yet thoughtful
—conversational & authentic
—meaningful
I also offer a flat fee, scaled to meet you where you’re at in life.
As a parent I’ve come to see estate planning as another opportunity to instruct and shape our children, even in our absence.
We demonstrate our love for our children by providing for them and modeling responsibility.
A well written Trust can take steps to protect our children from the dangers of sudden financial gain at too young an age.
A thoughtful estate plan provides a solid and simple roadmap for our loved ones to follow in the wake of deep loss.
