Principal And Owner
Current• Analyze and develop strategies specifically tailored to meet clients’ goals while minimizing costs, streamlining complexities, and managing risks. • Advise clients regarding small estate, probate and trust administration matters.• Prepare foundational estate planning documents including Wills, Revocable Trusts, Advanced Health Care Directives and Durable Powers of Attorney.• Collaborate with client’s trusted advisors to ensure holistic wealth management strategies.