I enjoy the interaction with people where I can explain something that may seem complex in a way that helps them understand. As a former teacher, I do enjoy those ah-ha moments where things click. I enjoy talking with clients and getting to know them and their situation, so that I can find the best possible solutions for their needs. I believe that effective estate planning is a critical component of my client’s life planning.
I believe that family fights over inheritance are unnecessary and wasteful. Families achieve better outcomes through planning rather than fighting. While it is impossible to prevent people from fighting, I discuss with my clients issues that may exist and try to implement solutions now to problems that may later turn into litigation.
As an estate planning attorney, I strive to help you plan for the unknown catastrophes, the known eventualities, and everything in between. By planning, you can gain peace of mind that your loved ones are taken care of in the best way if something should happen to you. As part of the process, I listen to my clients to understand their goals and needs. Using this information, we create solutions to their unique problems. I use many different estate planning tools, like trusts, wills, and powers of attorney, to create client-centered solutions.
I communicate clearly and without legalese, so clients are empowered to make the best decisions for their situations. Together, we can work to make sure that we not only create a plan that incorporates the client's goals but that we implement the plan, so when your estate plan is executed it is successful.
To stay up-to-date with the latest developments, I am a member of the National Academy of Elder Law Attorneys and WealthCounsel, a national community of estate planning professionals committed to the highest standards. It is a collaborative organization that has seminars and webinars to provide me with the latest tools and ideas.