We needed to update our estate plan as our children began having families of their own. Patrice explained our options and then worked with us to set up the family trust. She did a great job of explaining how it would work and provided us with a thorough “playbook” for our reference as needed in the future.

Anonymous –
June, 2016

Estate Planning

My office is now open for in-person appointments. I will continue to offer and encourage client meetings by phone or video call, and also am happy to meet at an outdoor location. Please let me know your preference when you contact me.

My office is now open for in-person appointments. I will continue to offer and encourage client meetings by phone or video call, and also am happy to meet at an outdoor location. Please let me know your preference when you contact me.