Reviews

I am one of three siblings now providing financial support and assistance for our 85-year-old mother. My initial consultation with Brittni was to discuss the interaction and implications of an existing irrevocable trust which held title to my mother’s home and a reverse mortgage we were exploring. Once determined the reverse mortgage would not be viable for us, Brittni was able to assist in developing, analyzing and selecting among alternatives to provide needed funds to my mother while maintaining the integrity of the trust. Throughout the entire months long process, Brittni exhibited thorough mastery of the subject matter, cheerfully answered our exhaustive list of questions and provided invaluable advice.