Reviews

Sally has been instrumental in assisting us to setup the proper planning. No matter how complex the situation might be she provides the proper guidance and her in-depth knowledge always considers options to have all bases covered. I would highly recommend her.

Professional - thorough interview and review of priorities, plans and property Advised on necessary documents - power of attorney, healthcare options, etc.: and unnecessary, Simple, specific answers to questions about selling two properties and moving to legally reside in another state (interstate and intrastate). Sally gave very helpful counsel on matters particular to our situation with concrete advice Reasonable, personable, expert - and my wife is happy