Crafting Your Legacy With Care. For more than 30 years, I have helped people from all walks of life create a meaningful legacy through estate planning. I also help them address the many considerations that go along with growing older. Clients appreciate that I truly listen to them and take their concerns to heart. I know how to anticipate potential headaches and put the right framework into place to avoid them. I am not just an adviser and advocate but also a resource, providing the individualized attention that every client deserves.