Estate Planning/Eldercare

As a CPA, Consultant, Certified Estate Planner, and family caregiver, I know the importance of plotting a clear path while supporting and protecting you and your family. Because I understand firsthand the challenges and concerns that can arise, I’ve learned the importance of planning, not only for the short term but for the road ahead. I know how support for my family has made all of the difference in the world and I want to be there for you and your family.

We all know we need to plan as we or our loved ones get older, and the possibility of being frail or needing assistance is very real. During our most vulnerable times of life, I believe that all still deserve and have earned the right to be respected, preserving dignity, independence and the right to choose. Even if one needs assistance or support – their voice still needs to be heard – and respected – and I will be the advocate if necessary!

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About Us
I work closely with my clients to accomplish their goals through collaboration, advocacy and education as their CPA, Consultant, Estate Planner and Advocate. (more)