Estate Planning, Elder Law, Probate & Tax attorney serving the Philadelphia Metropolitan area at Curtin & Heefner. Co-Author of Solving The Retirement Puzzle with 4 Easy Pieces.My goal is offering my clients a common-sense but sophisticated approach to their estate planning needs. I create estate plans for the 21st century and offer my clients peace of mind. As a trusted advisor for my clients, I truly enjoy helping them find solutions to securing their legacy and preserving their estate. I concentrate my practice in estate planning, elder law and probate/estate administration. I believe in a holistic approach to planning, which includes coordinating with a financial planner, retirement planner, CPA and other advisors as needed. Although most of my clients are considering retirement or are at retirement, I work for broad range of clients, including young families, same-sex couples, individuals with special needs, blended families and more. I take pride in offering legal services for a diverse client base.No matter your life circumstances, you need a well-crafted estate plan.Education:* New York Law School, J.D., Law* St. Joseph's University, Masters, Education* The George Washington University, Bachelor of Business AdministrationLicenses:* Pennsylvania Bar (Admitted)* New Jersey Bar (Admitted)* Pennsylvania Insurance Licensed* Series 65 Investment Advisor LicensedPractice Focus Areas: Estate planning, elder planning, Medicaid planning, trusts, tax, probate, estate administration, trust administration, asset preservation, non-traditional family planning, asset protection.