Professional Biography
I counsel and empower mature, accomplished adults who want to influence the course of their lives as they age and protect their legacies for their loved ones.
My clients are baby boomers, seniors, and their families. We engage in the proactive planning necessary to maximize later-in-life quality of life. And in times of crisis, I am there to guide them through, all the while protecting my clients, their money and their families.
My clients and I dig into the issues that particularly impact them:
• Wills and Trusts
• Estate tax planning
• Medical directives
• Powers of attorney
• Housing options
• Reverse mortgages
• Long term care insurance
• Medicaid planning and eligibility…