OverviewMy passion is helping individuals and families, achieve peace of mind by developing and implementing creative, customized, and yet cost-effective estate and nursing home plans. As part of my goal oriented planning process, I first seek to understand your goals and needs. My advice focuses on how your estate planning documents advance your goals. If paying for possible nursing home care is a concern, I create customized plans to maximize the use of resources to help preserve assets while obtaining benefits that will pay for full time nursing home care. I use plain English and make sure you know what you need to do in order ensure that your plan works the way you intend. My personal mission is to make estate planning as accessible, efficient and streamlined as possible so that individuals and families are motivated to express their planning goals and do not have to deal with the disastrous fallout from a lack of planning and the overwhelming cost of a nursing home.
In addition to creating estate and nursing home plans, I work in the probate arena and assist families in implementing plans when loved ones pass away, and in setting up guardianships for minors, individuals with special needs, and individuals who can no longer manage their own affairs. I treat my clients like family, protecting their interests as if they were my own, and making sound recommendations to help them accomplish their planning goals.
I believe that effective estate planning is critical to the financial, physical, and emotional well-being of my clients, and I am grateful for the opportunity to be involved in the process.
I received my undergraduate degree from the University of Louisiana at Monroe in 1996 and my law degree from Mississippi College School of Law in 1999. In keeping with my desire to provide exceptional estate planning service, I attended the University of Alabama School of Law and in 2011 was awarded a Masters of Laws (LL.M.) in Taxation with a focus on estate planning. Outside of work, some of the hobbies I enjoy are trail running and backpacking.