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Experience

I specialize in assisting individuals with their estate planning needs.  I primarily work with clients who want to name a professional trustee to carry out the terms of their estate planning documents, usually their will and trust.

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Specializes In

I spent six months living in Valparaíso, Chile, when I was in college. When I came back to the states, I was fluent in Spanish. Unfortunately, my Spanish is not what it once was.

 

Additional Thoughts

Protecting trust assets from creditors
Drew Hayes Wealth Management
Article January 17, 2017 4 min read
Does your estate plan cover your digital assets?
Drew Hayes Wealth Management
Article April 1, 2016 3 min read
Plante Moran Wealth Management Media Highlights
John Lesser Wealth Management
Article July 19, 2018 1 min read
How to avoid benefits missteps after a foreign acquisition
Joseph Rankin
Article July 17, 2018 5 min read