Our goal is to provide valuable information so you can reach PEACE OF MIND through planning.
Valerie is an admitted math nerd who never intended on becoming an attorney. A little bit of luck helped her find estate planning, elder law and probate as her focus. Valerie’s natural care-giver tendency and aptitude for problem solving has served thousands of families in NY and NJ since 2007.
Gain helpful tidbits she acquired during too many years of school and throughout her years of practice to guide you on your planning journey. After your initial education is thoughtful planning and then…peace of mind!
Within this channel, you can expect the following topics and many others:
• Living trusts; revocable trust
• Irrevocable trust; asset protection; Medicaid
• Wills
• Power of Attorney
• Health care proxy
• Living Will
• Long term care concerns
• Probate; administration
• Taxes - Estate; inheritance; Gift; Capital gains; Income
Looking forward to sharing planning tips to assist you!
Joined 28 April 2022