Top best Estate Planning Lawyers in Phoenix | 246 available

W. Durrell Nielsen graduated from the University of Arizona in 1967, receiving a Bachelors of Science degree in Business Administration with an accounting major. He was also awarded his Juris Doctor degree from the University of Arizona in 1970, where he was a staff member of the Arizona Law Review. After graduation from law school, Mr. Nielsen was employed by the Office of Chief Counsel, Internal Revenue Service, as a staff attorney. During the more than four years with the Chief Counsel’s Office, he represented the Internal Revenue Service in a variety of tax matters including civil matters in the United States Tax Court, collection matters in the United States Bankruptcy Court and in state courts, and reviewing and recommending criminal prosecutions to the United States Department of Justice. Mr. Nielsen has been in private practice of law since 1974.. In his private practice of law, Mr. Nielsen has focused on estate planning, probate, trust administration, taxation, and corporate and business matters. He has presented many public and private seminars on these subjects. In addition to his busy law practice, Mr. Nielsen is very active in church and educational organizations, and has served on the Planned Giving Committee of Primary Childrens Hospital, Salt Lake City, Utah. He and his wife, Janelle, are parents of three sons, two daughters, and six grandchildren.. Mr. Nielsen is admitted to practice before all the courts in the states of Arizona and Utah, the Federal courts in Arizona and Utah, the United States Court of Appeals for the Ninth Circuit and the Tenth Circuit, the United States Tax Court, and the Supreme Court of the United States of America. He is a member of the State Bar of Arizona and the Utah State Bar.

Vanessa practices primarily in the areas of trust and estate planning, probate administration and litigation, and elder law. Vanessa offers strategic and thoughtful guidance to individuals, families, professional fiduciaries, Trustees, Personal Representatives, creditors and heirs/ her estate planning practice, Vanessa develops custom approaches designed to meet the needs of each individual client, family, or situation. This includes sophisticated planning for more complex matters, practical and efficient plans for more modest estates, and everything in between. Over the course of her practice, hundreds of Arizona individuals and families have benefitted from Vanessa’s thoughtfully crafted estate plans, modifications to existing plans, and general guidance in estate planning. Further, in addition to developing and modifying estate plans, Vanessa also guides clients through estate and trust administration, as well as probate proceedings.. Vanessa is also a regular advocate for individuals seeking to protect a family member or loved one in connection with Guardianship and Conservatorship proceedings. In addition to attentively navigating her clients through the procedures of guardian and conservator appointments, Vanessa ensures all duties and responsibilities are understood, and provides post-appointment support to secure long-term success and sustainability.. Vanessa’s thoughtful approach to Guardianships and Conservatorships also serves her clients well in the arena of juvenile adoptions and guardianships. Whether clients are uniting their family through a step-parent adoption, starting or expanding their family with a private adoption, or solidifying a long-time bond through an adult adoption, Vanessa’s enthusiasm and experience with adoptions, allows her clients to approach the prospect of adoption with confidence and ease.. Vanessa is an Arizona native and attended Northern Arizona University, graduating with a Bachelor of Science degree in Psychology. Vanessa pursued law school after three years of working in a corporate law firm, and graduated from The John Marshall Law School in Chicago, Illinois.

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There is perhaps nothing more frightening than to be confronted by seemingly insurmountable debts and taxes that threaten to ruin your family and/or your business.  This is particularly true as we emerge from this recession.  I have been representing my clients in bankruptcy law since 1978.  I am a certified bankruptcy specialist by the State Bar of Arizona.  I am a recognized member of the Order of Protectors of Consumer Debtors by the National Association of Consumer Bankruptcy Attorneys.  Whether it is a personal bankruptcy or a reorganization to save your business, I can help you through this difficult time to give you the fresh start you and your family or business need.  I also help clients deal with the Internal Revenue Service and the Arizona Department of Revenue regarding past due taxes.  We are flooded these days with advertisements from out of state firms claiming to know the secrets of how to deal with your tax problems.  Unfortunately, most of these firms are scams with no accountability to you.  I am an ARIZONA attorney representing ARIZONA clients so I am always here and accountable.  I have assembled a great staff to give you the best representation possible.  I look forward to hearing from you.

The practice area of Asset Protection is unique and has really only been a recognized area of law for the past 20 years.  Lodmell & Lodmell has practiced Asset Protection law exlusively since 1997.

T.J. Ryan. Attorney at Law. My practice focuses on two main areas:. Estate Planning and Administration:  I represent individuals, couples and families in the creation of a range of estate planning documents, including wills, trusts (both revocable and irrevocable), health care and financial powers of attorney, and living wills.  My goal is to ensure that your wishes are carried out upon your death or incapacity, and to avoid the public, time consuming and costly probate process.  We understand there is no "one size fits all" solution, and we take great care to ensure that the result you desire is translated into your documents.  I also have the distinct pleasure of working with several attorneys who have been certified by the State Bar of Arizona as specialists in Estate and Trust Law as well as several specialists in the area of taxation.  Additionally, I work with attorneys in the Firm who can assist you with elder care and special needs planning.  In the event of a death or incapacity, I assist my clients by helping them successfully carry out their loved one's intentions through the administrative process.. Estate and Probate controversy litigation:  I assist my clients with a vast array of probate, trust, guardian and fiduciary related disputes.  These disputes include will and trust validity and interpretation issues, disputes between beneficiaries and fiduciaries over estate and trust operation, disputes regarding fiduciary fees, exploitation of the elderly and incapacitated or vulnerable individuals, contested or otherwise complicated guardianship and conservatorships, as well as trust modification and termination.  While many lawyers simply "dabble" in this area, I focus my energies on this area of law.  Because of this focused approach, we have achieved a strong track record for achieving positive results for our clients, and have developed a reputation for quality legal services in our field.  Moreover, we have vast, in-house resources upon which to draw, including some of Arizona's very finest estate planning lawyers, tax specialists, probate and trust administration experts, and certified private fiduciaries.. I give special attention to helping my clients gain a clear understanding of the process and the applicable legal framework. Understanding that litigation may often be avoided between reasonable people, I approach each circumstance with a range of alternatives.  I present my clients with all of the options available to them, including alternative dispute resolution methods such as mediation and arbitration.. From time to time, I also litigate civil and commercial issues, and assist clients with business transactions. Prior to joining the firm, I practiced with Bonnett Fairbourn Friedman & Balint PC as a civil litigator with a focus on professional liability defense.. In 2008, I served as the President of the Young Lawyers Division of the Maricopa County Bar Association.  I currently serve as an elected board member of the Maricopa County Bar Association board of directors. I also serve as the Programs and Facilities chair of the Maricopa County Justice Museum and Learning Center, which endeavors to restore the territorial jail within the Old Courthouse in downtown Phoenix and convert it for use as a museum.  I frequently volunteer with the Wills for Heroes Foundation, which provides pro bono estate planning for fire fighters, police and other first responders.. In law school, I served as an Executive Note Editor for the Arizona Law Review.  I clerked with Mesch, Clark & Rothschild PC, as well as the Civil Division of the Pima County Attorney’s Office. As a law student, I tried numerous cases (both to the jury and to the bench) with the City of Tucson Prosecution Clinic, gaining courtroom skills that continue to serve me today.  I served as the Assistant Director of the Law Office & Courtroom of the Future Project alongside Professor Winton Woods. In 2002, my Law Review note was published in the Arizona Law Review (“: RIAA v Napster and the War Against Online Musical Piracy,” 44 Ariz. L. Rev. 495 (2002), discussing the future of musical copyright in the digital world of the 21st century.). I joined Frazer Ryan Goldberg & Arnold LLP as an associate of the firm in 2006.  In my free time, I enjoy spending time with my family and friends, riding my mountain bike, and maintaining my single digit handicap on the golf course.

Richard grew up in Phoenix. While interning for a Superior Court judge in Maricopa County during law school, Richard witnessed how effecive a truly great defense attorney could be for his client and Richard knew that was what he wanted to practice. Being charged with a crime can be one of the most stressful events in a person's life, and Richard's job is to help ease that stress, while standing by his clients and making sure their voices are heard.. Richard received his Bachelor's degree in Journalism from Arizona State University and his Juris Doctor from The University of North Dakota.

Over the past thirty years, I have represented numerous individuals and businesses covering a wide range of Business and Real Estate matters. My business clients include restaurateurs, real estate investor/developers, landlords, tenants, real estate brokers, property managers, and convenience store owners. I has helped organize and form dozens of business startups, including LLC's, corporations and limited partnerships. Mindful of saving time and money for his clients, I promote resolving disputes through negotiated settlements rather than litigation. Prior to entering private practice, I was part owner and CEO of an established family-run construction-related business with over 100 employees. My experience as a business owner has given me priceless insight into the day-to-day operations that go in tandem with running a business.

Originally from the midwest, Emily moved to Arizona to pursue her higher education. She graduated from Arizona State University in 2003, and in 2007, she earned her Juris Doctorate at the James E. Rogers College of Law, at The University of Arizona.. Emily is a member of The State Bar of Arizona, the Maricopa County Bar Association, and SARRC's Planned Giving Professional Advisory Council. Emily also serves on the AzNAELA Board of Directors, is on the Mental Health & Special Needs Planning Executive Council of the State Bar of AZ, and volunteers with the Maricopa County Bar Association's Probate Lawyers Assistance Project.. Emily was selected for inclusion in the Arizona Super Lawyers Rising Stars list in 2012, 2013, 2016, 2017, 2018, 2020, and 2021.. For over fifteen years, Emily has advised individuals, couples, families, and fiduciaries on legal matters related to long term care planning (Medicaid/ ALTCS planning), special needs trusts, guardianship, conservatorship, estate planning and more.

My primary areas of practice are business and commercial law, real estate, estate planning and probate.  I am a member of the Maricopa County and American Bar Associations (Member, section on Business Law), Arizona Women Lawyers Association and the State Bar of Arizona (Member, sections on Employment and Labor Law and Probate and Trust Law). I am also a member of the State Bar of New Mexico.

My practice is focused on Estate Planning which includes Living Trusts, Wills, Financial Powers of Atttorney, Healthcare Powers of Attorney, Living Wills, Elder Law and Probate.  I have over 25 years of experience as a lawyer.  I understand meeting with a lawyer can be a very tense and intimidating time in your life so I make the process very easy for you.  You can either call me or e-mail me to set up an appointment.  I will take the time to answer your questions and address your concerns.

My practice focus is estate planning for ultra high-net-worth inviduals and families, including charitable giving and business formation and structuring. I counsel clients on wealth transfer strategies, including the use of revocable trusts, irrevocable life insurance and gifting trusts, family limited partnerships and LLCs, qualified personal residence trusts, grantor retained annuity trusts, installment sales to grantor trusts, and other sophisticated tax planning techniques. As an adjunct to my estate planning practice, I advise clients on planned giving methods, and establishing charitable remainder trusts, charitable lead trusts, private foundations, support foundations, public charities, and other tax-exempt organizations and charitable-giving mechanisms. I also advise trustees and executors on their fiduciary responsibilities and tax implications in the administration and distribution of trusts and probate estates. In designing estate and business plans, I apply an integrated approach enabling clients to reduce personal and business liability exposure, minimize tax consequences, and meet multi-generational family objectives. Estate planning documents and business succession plans can be tailored to provide incentives to beneficiaries and successors (such as children and grandchildren) to become productive and contributing members of society. Incorporating each client’s unique family dynamic into such planning is emphasized.

Mr. Wand is a member of Lewis Roca Rothgerber’s Tax Practice Group and currently serves as the Co-Chair of both the firm’s Executive Compensation and Employee Benefits practice and the firm’s Trusts and Estates practice.. In his executive compensation and employee benefits practice, Mr. Wand helps employers design and manage qualified and non-qualified retirement plans and executive compensation programs, including equity-based incentive compensation programs (i.e., stock options, stock appreciation rights, phantom stock and restricted stock) governed by Section 409A of the Internal Revenue Code.  Mr. Wand regularly works with employers, auditors, actuaries, accountants, financial advisors and other plan fiduciaries to ensure compliance with the Internal Revenue Code and the Employee Retirement Income Security Act of 1974 (ERISA).  Mr. Wand has considerable experience representing employers before the Internal Revenue Service and the Department of Labor in connection with the correction of 401(k) plan errors governed by the Employee Plans Compliance Resolution System.  Mr. Wand is listed in the 2012, 2013 and 2014 editions of Southwest Super Lawyers® - Rising Stars in the category of Employee Benefits.. In his estate and tax planning practice, Mr. Wand helps his clients identify and implement their tax and estate planning goals, utilizing the instruments and techniques best suited to each client’s needs, including revocable and irrevocable trusts, wills, powers of attorney, donor advised funds, family limited partnerships and private foundations. In his time at Lewis Roca Rothgerber LLP, Mr. Wand has also developed substantial experience helping young professionals and new parents plan for the unexpected in a tax-efficient and uncomplicated manner. Mr. Wand also counsels clients on a variety of matters related to the taxation of distributions from qualified and non-qualified retirement plans. In 2014, Mr. Wand was recognized by AZ Business Magazine as a Top Lawyer in the category of Trusts and Estates.. Prior to joining Lewis Roca Rothgerber, Mr. Wand worked for United States Senator Jon Kyl of Arizona and United States Senator Dianne Feinstein of California.  During his time in Washington, D.C., Mr. Wand also served as a legal extern to the United States Senate, Committee on the Judiciary’s Subcommittee on Terrorism, Technology & Homeland Security.. While in law school, Mr. Wand was a Georgetown University Global Teaching Fellow and a member of Georgetown University’s Barrister’s Council, Appellate Advocacy Division.

Mr. Gerity has been admitted to practice law in Arizona state and federal courts since graduating from the Arizona State University College of Law in 1994.  He also is admitted to practice law in Colorado and before the United States Patent and Trademark Office.  Prior to forming Israel & Gerity, Mr. Gerity clerked for the Chief Judge of the Arizona Court Of Appeals, served as a Deputy Public Defender, where he received extensive trial experience, and worked for several years at a large civil litigation law firm in Phoenix.  He then struck out to form his own firm, and also served as of counsel to a prestigious, boutique commercial litigation firm.  In law school, Mr. Gerity "wrote on" as an Associate Note And Comment Editor for the Arizona State Law Journal, received honors in legal research and writing, and was awarded Best Appellate Brief.  Mr. Gerity received his Bachelor of Science degree from Colorado State University in 1990.. Mr. Gerity's practice areas include trusts and estate planning, elder law, business and intellectual property, bankruptcy, commercial litigation, and general business representation.  He has taught classes and given presentations on a wide variety of topics, including teaching at a national paralegal college and teaching a series of courses to management personnel at a top-twenty employer in the Phoenix area.  Mr. Gerity has handled over thirty trials and numerous appeals before the Arizona Court of Appeals, the Arizona Supreme Court, and the U.S. Court of Appeals for the Federal Circuit.. When he is not working, Mr. Gerity spends time with his family, and in his "free time" he volunteers for the Phoenix Fire Department as a licensed EMT and sings in a rock cover band.

Mitch is a State Bar Certified Family Law Specialist. Over the course of his thirty years practicing family law, the majority of his work has been in high conflict, complex domestic relations cases. He has helped high net worth clients address such issues as business and professional practice valuation, commingling of separate and community property, concealment of transactions either during the marriage or the divorce proceedings, attempted sales of businesses during dissolution and transfers of assets without consideration.  Included in his area of expertise is presenting claims in determination or modification of spousal maintenance especially when the spouses do not have earning potential parity.  In addition, Mitch has negotiated and drafted both pre and post marital agreements and has assisted clients in the enforcement of premarital agreements during divorce proceedings.  He has represented parents when determining rights of decision-making, custody, and parenting time in cases involving complexities resulting from infidelity, substance abuse, sexual addiction, special needs and challenged children.. Mitch is a strong proponent of helping clients “opt out” of the judicial system by attempting resolution of issues through alternative means. Often opting out is the strategy that best suits his goal of maximizing the probability that each of his clients obtain a favorable outcome in his or her family law proceeding given their circumstances.  Mitch is licensed to practice in Arizona and California.

Michael Halliday is the trusted choice in the Valley of the Sun for his extensive knowledge of estate planning, hometown family approach to problem solving, and his reputation for doing things the right way.

Mathew E. Holm, Esq. was born and raised in northern Ohio and attended the College of Wooster in central Ohio. While at the College of Wooster Mathew majored in Philosophy, earning high academic honors, served as Captain of the Men’s NCAA nationally ranked swim team and also as a Resident Advisor. As part of the nationally renowned Independent Study program at Wooster Mathew successfully completed a nearly 100 page thesis on Ethical Theory.. After earning a Bachelor of Arts he moved to Los Angeles where he worked in the financial services industry for approximately 5 years including time at Citigroup Inc., and at Merrill Lynch as a Financial Advisor. He also completed the L.A. marathon in 2003.. Mathew attended law school at Chapman University School of Law where he served as President of the Business and Investment Law Society for 2 years and also served as a member of the Tax Law Society. He earned high honors in various business law classes. He graduated in 2009 from law school, moved to Arizona and passed the bar exam.. Mathew is licensed by the Supreme Court of Arizona, is admitted to practice in United States Federal Court and is a member of the Arizona State Bar.. After working for various law firms and companies, including Google Inc.,  he founded this law firm, the IBC Law Firm, a Professional Limited Liability Company, in 2013.. The IBC Law Firm is continuously striving to be one of the top business law firms in the State of Arizona.

Keo'vonne WIlson Legal PLLC is a Trust and Estate planning firm that facilitates mediations in addition to legal counsel in the area of contracts and family law. The firm is dedicated to providing efficient and effective preventive counsel to every client.. Keo'vonne Wilson is a native south Floridian and moved to Phoenix, Arizona  from Seoul South Korea to attend law school. Prior to attending law school, Ms. Wilson worked as a legal assistant in a bankruptcy law firm, a model and actress in New York and as a teacher in South Korea. These diverse careers instilled in Ms. Wilson professionalism, drive and a sense of humor.. Ms. Wilson is a certified mediator at the Arizona Attorney General's Office in the Civil Rights Division. She also volunteers at Wills for Heroes, a program  that provides wills to first responders, military, fire fighters and police officers. Ms. Wilson also gives her time  as a volunteer with the Maricopa Bar Association's Volunteer Lawyers Program, where she assists low income Arizonians with gaurdianship rights and provides free estate planning assistance to low income individuals with AIDS/HIV.

Kelsi is a dedicated attorney practicing estate law. She is focused on ensuring her clients’ legal needs are met with promptness and efficiency. Kelsi is recognized for her expertise by The Best Lawyers in America©, 2024 and 2025 editions, Super Lawyers®, 2022, 2023, and 2024 editions, and featured in Phoenix Magazine’s Top Lawyers in Wills, Trusts, & Estates, 2022, 2023, and 2024 editions. With a commitment to personalized service and a track record of success, she provides reliable legal counsel tailored to each client’s unique situation.. With a focus on effective client communication, Kelsi ensures that her clients fully understand the intricacies of estate planning and administration. Whether guiding them through the process of creating an estate plan or assisting in the administration of a loved one’s estate, her clarity and expertise shine through.. After completing an estate plan with Kelsi, clients not only gain a legally sound document but also a deep understanding of its intricacies. She ensures that her clients feel empowered and confident in their estate plans, knowing that each aspect has been meticulously tailored to meet their individual needs and circumstances. By taking the time to educate her clients and address any questions or concerns they may have, Kelsi fosters a sense of trust and assurance that their wishes will be carried out as intended. With her guidance, clients can rest assured that their estate plans are not just legal documents but reflections of their unique preferences and priorities.. Another cornerstone of Kelsi’s practice is her exceptional communication skills, which enable her to effectively manage estate and trust administration for clients residing outside of Arizona. Despite the geographical distance, she ensures seamless communication with her out-of-state clients, keeping them informed and involved every step of the way. Through clear and timely correspondence, Kelsi navigates the complexities of estate and trust administration, providing personalized guidance and reassurance to her clients regardless of their location. Her commitment to open communication fosters strong client relationships built on trust, reliability, and peace of mind, ensuring that distance is never a barrier to exceptional legal representation.. With a diverse background that spans years of experience in probate, trust administration, litigation, and estate planning, she brings a wealth of knowledge and perspective to her practice. Kelsi’s previous roles at a boutique estate planning law firm and with the Board of Veterans Appeals in Washington, D.C., have provided her with invaluable insights into the intricacies of estate law and related fields.. Outside of her legal practice, Kelsi is passionate about giving back to the community. She serves in an executive role on the Board of Governors for the Arizona State Bar and is also actively serving on the Board of the Arizona Bar Foundation. When she’s not advocating for the legal profession, Kelsi loves to spend quality time with her husband, elementary-aged son, and their min pin. Early mornings are often spent hiking the beautiful trails of Arizona.

John Coll is an experienced probate and trust lawyer who has litigated successfully in state court, federal district court, the Arizona Court of Appeals and the Arizona Supreme Court.  His practice is focused on probate and trust administration, uncontested and contested wills, trusts, insurance claims, surviving spouse's rights, wrongful death and personal injury..

Jeffrey Manley practices in the areas of estate planning, estate and trust administration, litigation, and corporate law focusing on counseling high income and high net worth individuals, families and closely held business organizations on tax, succession and asset protection utilizing a multidisciplinary integrated approach.  Mr. Manley has over 30 years of experience serving as general counsel for multi-generational families, closely held businesses and professional corporations, preparing succession plans, minimizing taxes and avoiding litigation.. Areas of Concentration. Significant Representations. Professional & Community Involvement. National Board of Visitors, The University of Arizona College of Law, State Bar of Arizona. American Bar Association. Maricopa County Bar Association. Valley Estate Planners. Central Arizona Estate Planning Council. Arizona Community Foundation. Phoenix Children's Hospital Foundation. Phoenix Art Museum. St. Theresa Perpetual Fund. Catholic Community Foundation. University of Arizona Foundation. UBS Attorney Network

James X. Theut is an associate attorney at Theut & Scaringelli, P.L.C. He attended Arizona State University, where he earned a Bachelor of Science. While attending law school in Chicago, James worked for the Honorable Anthony Kyriakopoulos, Cook County Circuit Judge. He spent most of his time in Illinois working on Federal criminal defense matters under Richard Kling, noted Clinical Professor of Law. James earned his Juris Doctor from Chicago-Kent College of Law in 2019. His practice consists of Probate, Estate, Trust and Protected Person matters. James is a native Arizonan and has held an Arizona real estate salesperson’s license since shortly after his 18th birthday. James is admitted to practice law in Arizona and Illinois and is a member of the National Academy of Elder Law Attorneys.

In addition to the formulation of estate plans while addressing wealth transfer tax issues and income tax issues, David has vast experience in assisting clients in estate and trust administration and dispute resolution, and various family business planning and succession planning matters. He has expertise in the preparation of all related estate planning and trust documents and related transactional documents.. COURT AND BAR ADMISSIONS: State Bar of Arizona (1976) State Bar of California (1973) U.S. Tax Court (1974) U.S. Supreme Court (1997) U.S. Federal District Court, Arizona and CaliforniaPROFESSIONAL AFFILIATIONS & MEMBERSHIPS: Arizona Community Foundation Professional Advisory Board Member 2009-2010 Chair of the Executive Counsel of Probate & Trust Section of State Bar of Arizona Tax Section, Real Estate Section, and Probate and Trust Section of State Bar of Arizona Arizona Bar Foundation, Fellow Central Arizona Estate Planning Council (former president and director) State Bar of California Probate & Trust Section American Bar Association Real Property, Probate and Trust Section and Tax SectionHONORS, APPOINTMENTS AND AWARDS: Best Lawyers in America Southwest Super Lawyers Arizona's Finest Lawyers American College of Trust & Estate Counsel, FellowPUBLICATIONS AND SPEAKING EXPERIENCE: Published articles in the Arizona State Law Journal, Arizona Bar Journal, and other State Bar of Arizona publications. David has been a speaker for various tax and estate planning seminars, including the State Bar of Arizona and Arizona Community Foundation.

In 2003, Nicole obtained a Bachelor of Science degree from Arizona State University, with a major in Criminal Justice. Having spent several years as a paralegal in Arizona law firms, exclusively in the field of estate planning, Nicole graduated law school in 2011 and entered the practice of law, focusing on estate planning and related matters.. Nicole’s success as an attorney stems from her focus on client relations and problem solving; areas of practice include estate planning, LGBT planning, asset protection, business formation and contract review and preparation. She is known for her outstanding personal attention to each client.. Nicole likes to run 5k's to marathons and has run a total of 50 races over the last 10 years.. Nicole also likes to play golf.  She started playing golf at age 8 and received a golf scholarship to Wichita State University.

I understand the importance of getting the right attorney for you Estate Planning needs.  My background in banking and real estate have enhanced my ability to understand the issues and challenges facing families as they prepare their estate plan. I have helped people plan their multi-million dollar asset estate plan as well as for the average person who just wants to make sure that what they have is looked after and planned for.  I have presented to multiple organizations on how best to plan their final estate and worked closely with trusted financial advisor to make sure we have the right plan in place for you.  I welcome direct client interaction because I want to you to know me and gain your trust.  I pride myself on post plan follow up to make sure you have what you need and answer additional questions.