My mother died intestate when I was 29. This means she didn’t have a will or any kind of estate planning in place. As the child most likely to be “responsible”, I was named the administrator of her estate. There were a lot of unintended consequences to this lack of planning. When I went to law school, this experience sharpened my interest in estate planning, and gave real world relevance to some pretty abstract principals. It also gives me an interest in helping my clients to think about their planning in a way that is personal, and not abstract. For me, each client is a person, a part of a family, and often a part of my community. Decisions made and not made impact a lot of people around them, and I care about these impacts.
I am committed to listening to my clients, explaining my recommendations, and answering questions as completely as I can. I generally charge for estate planning on a flat fee basis so that my clients don’t worry that when they call with a question, they’ll get another bill.
I have been practicing in the area of Estate Planning for fifteen years, with a focus on tax law, asset protection, and special situations (elder law and special needs, for example). Prior to becoming an attorney, I wrote for The Economist in Tokyo, worked as an international financial analyst for State Street Bank, and earned an MBA in International Management (Thunderbird School of International Business). I hold a BA from Mount Holyoke College, and a JD from Suffolk Law School. I also have three years of non profit fundraising experience.
We have offices in Gloucester, Massachusetts and in North Andover, Massachusetts. I serve on the Manchester Zoning Board of Appeals and am President of the Manchester-Essex Rotary, a member of the Massachusetts Bar Association, the Essex County Estate Planning Council and the Merrimack Valley Estate Planning Council. I love what I do, and look forward to helping more families to plan — for their families, their peace of mind, and their legacy.