Experienced. Knowledgeable. Practical
I work closely with my clients to understand their goals, priorities, family situations and charitable interests. I make financial and estate planning recommendations, review and advise clients on the tax effects of possible scenarios, prepare appropriate documents to implement the plans we develop, and review plans periodically for appropriate changes. Unlike many estate planners who view asset protection planning as an endeavor separate and apart from estate planning, I incorporate asset protection planning measures into all estate plans according to my clients' particular circumstances. I work seamlessly with my clients' professional advisers to create the optimal estate plan for each unique circumstance and individual situation.
300 N. Greene St
Greensboro NC 27401
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