Sarah provides sophisticated estate and tax planning advice to individuals and families looking to preserve and pass on wealth. She works with clients to protect their assets in a tax efficient manner by utilizing estate, gift and generation-skipping tax transfer techniques.
Sarah views a client’s estate plan as an ongoing and evolving long-term relationship. This relationship allows her to work knowledgably, creatively, and efficiently as the client’s objectives and circumstances evolve, and local and federal laws change, over time.
Sarah also partners with business owners to help determine and plan for ownership succession in a manner that serves their vision for the future of their company.
