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About
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).
About Tax Law
Tax attorneys help individuals and businesses with tax planning, compliance, and disputes with tax authorities. They work to minimize tax liability and resolve IRS issues. Common matters include tax planning, irs audits, tax disputes, business tax.