About
Background
My journey to becoming an estate and trust planning attorney has been deeply personal, igniting a passion for safeguarding legacies and protecting loved ones. Through firsthand encounters with the daunting complexities of estate planning and the subsequent challenges of navigating estate execution amid profound grief, I discovered a calling to simplify and personalize this critical process for others.
My legal journey began at Chicago-Kent College of Law, where I earned my JD and honed my legal acumen. This formal education, combined with my personal experiences, propels my unwavering dedication to delivering compassionate and comprehensive estate planning services to my valued clients.
As a proud member of the Illinois State Bar Association, I stay at the forefront of estate planning developments and foster connections with fellow legal professionals united in serving our community's needs.
Mission
With a motto of 'Plan. Live. Thrive.', I am dedicated to guiding you through your estate planning journey with compassion and clarity. Grounded in principles of flexibility, transparency, and empathy, my approach to estate planning aims to empower you through collaboration, to align your financial and life aspirations with your personal values.
Together, we can craft a tailored estate plan that not only provides for your loved ones but also reflects your unique vision and goals for the future.
Vision
I strive to empower clients to make informed decisions that reflect their goals and values, creating their ultimate legacy for family, friends, and philanthropy.
Services
Consultation
A complimentary conversation to explore your goals for this process and craft a plan together that navigates your unique situation and needs.
Legacy Exploration
Beyond the formal documents, let's explore how you can live into your values more fully, refine and accomplish your goals, and create a legacy that will impact your loved ones for a long time.
Estate Planning
Let's delve into your needs and those of your family, and together decide the approach that makes the most sense for your future.
Philanthropy
Your legacy may extend beyond your family, encompassing a desire to make meaningful contributions through charitable giving. Let's discuss ways to maximize the impact of your philanthropic efforts.
Financial Coaching
If you're feeling stuck or not reaching your desired destination, let's identify the barriers and craft a tailored strategy to achieve the financial freedom you crave. Together, we can pave the way for you to leave behind the legacy you envision.
Why
Modern Legacy
New Approaches for a New Generation
Your priorities, assets, and goals may look very different from your parents and grandparents, ​and your plan should mirror your specific and unique circumstances and life journey. The only constant is change, so let's collaborate to honor your needs, values, and goals in your planning journey.
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From the initial consultation to the final execution of documents, I take the time to understand each client's unique circumstances and preferences, to create an estate plan that reflects your values and priorities.
Flexibility and Freedom
Prefer to handle the process virtually? Prefer to meet in person? No one-size-fits-all approach so you get what you need from the planning process in the way that makes the most sense for you and your family.
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I provide ongoing support and guidance to my clients, assisting you in navigating life changes, updates to laws, and evolving financial circumstances. Whether it's adjusting beneficiary designations, updating powers of attorney, or revising trust provisions, I am committed to being a trusted advisor for my clients throughout your lifetime, so your estate planning remains relevant and effective.
Personal Experience
I've walked in your shoes and experienced all sides of estate planning myself. From drafting and reviewing documents, to acting as power of attorney, or healthcare proxy entrusted to make end of life decisions, trustee, and executor after losing loved ones...I've lived it all and know first hand the difficulty of facing complicated emotions about aging, illness, and death. I will work with you to make the process as clear and transparent as possible so you feel empowered and confident in your plan.
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