I work with you to help demystify the estate planning process. I strive to understand your objectives before suggesting solutions often working in collaboration with your existing financial advisors and/or accountants.
I want you to be not only satisfied with your documents, but also happy with the process and the service you have received along the way.
I specialize in working with smaller to mid-sized estates ? single people including women in transition, and same sex individuals, couples and families.
I am a member of The Boston Bar Association where I am both a writer and speaker for the Trusts & Estates Section ? Tax Subcommittee. Additionally I am a member of the Women?s Bar Association, where I participate in the Women?s Bar Foundation ? Elder Law Project (providing estate planning documents to low income individuals). Lastly I am a member of The Boston Estate Planning Council where I serve on the Seminars and Webinars Committee.
