Reviews

Susan has helped me with estate planning, trust settlement, and a variety of tax matters for many years. She always looks out for her client's best interests, offering her experience to help navigate through complicated or emotional times. She is a trusted advisor who rapidly also became a friend. If you need someone trustworthy and real, get in touch with Susan.

Handled all our needs well.

I hired Susan for all my estate planning and tax matters. She is highly knowledgable with over 20 years experience. She also comes across as personable. She remembers everything to the minute detail which in turn helped me put together a great estate plan. I highly recommend her.