As the mother of two young boys, I know the importance of creating a safety net for them if something should happen to me.
And I?ve seen countless times the mess that can happen when there?s no plan in place ? both personally and professionally.
With extensive experience creating estate and succession plans, I know how to look at your specific situation from all angles as we work together to create the best plan for you and your family.
I have also spent 20 years working as a Certified Public Accountant, and the tax lens I bring to your estate plan will make sure your family?s plan is tax efficient and set up for success (with no surprises on the back end).
