ESTATE PLANNING  

Not everyone needs a complex estate plan, the decision is personal and should be carefully considered.

PROBATE & TRUST ADMINISTRATION 

Shari advises and assists executors, trustees, and personal representatives with the probate of wills, administration of trusts and estates, and the management and distribution of assets to trust and estate beneficiaries. 

ELDER LAW 

Our aging population faces unique challenges with the cost of elder care increasing.  Shari enjoys working with senior clients and their families as they navigate through complex legal and financial issues.  She is patient, compassionate, and trustworthy and takes the time to fully understand her client’s specific situation and goals. Special attention is given to the creation of a plan that reduces anxiety and prepares for a smooth transition of assets to intended beneficiaries.  Shari takes special care to create a plan that maximizes quality of life and maintains independence for as long as possible.  She creates flexible and cost effective estate planning solutions that maximize quality of life, maintain privacy and independence, and minimize administrative and tax expenses.