It is a great privilege to share the hopes and dreams of my clients as they engage with me in their estate planning. As a legal counselor and attorney, I am honored to prepare clients for the future at different stages in life. What I can tell you from personal experience and those of my clients, is that estate planning is not a one and done. As you go through different stages in life, you need to revisit your plans and adjust them. I look at the big picture and your intentions, do strategic design planning with you, then reflect your specific needs in your documents, building in flexibility where warranted. I will refer you to resources in the community as needed and work with your financial planner or other advisors, as appropriate. My goal is to provide guidance, counsel and practical solutions for you with compassion while hopefully making a new friend along the way.
When we first moved to Tucson and I was admitted to practice in Arizona in 2010, one of the first things I did was start volunteering with Wills for Heroes. This program was started in New York shortly after 9-11 when it became clear that fire and police needed assistance with estate planning as they braved saving those trapped in the Twin Towers. This was my indoctrination to estate planning.
What I didn’t know was that I would become immersed in estate planning when my father died unexpectedly in 2014 with a decades-old will from New York. I grew up in St. Louis where my parents still lived. I worked with Mom to hire a probate lawyer there to handle matters. The Missouri probate court required we track down the original will which was held by their NY attorney, now retired. Affidavits were required from the will witnesses, one of whom was still alive. This was because no notary was involved in those days. It cost his estate many thousands of dollars before the will was admitted to court. I spent weeks going through files to create spreadsheets to assist the Missouri attorney & accountant on estate matters. We interviewed financial planners for Mom to engage since Dad had managed investments himself. Finally, it was completed more than a year later.
Then in early 2015 both my mom and my mother-in-law became quite ill at the same time. I quit working and spent much of my time in Missouri & Texas assisting them as a healthcare advocate and making sure they were safe, secure & loved, including moving both to community living facilities. My mom no longer wanted to live alone, and my mother-in-law was unable to.
These experiences changed me in profound ways. I understand what we all face as either part of the sandwich generation or as our parents age and need us in ways we never expected or were trained to do. I knew then that I would open my own practice and assist my community with planning for the future, preserving client’s financial and personal legacies. It is a great privilege to walk with my clients on this transformative journey.
Raytheon brought my husband, Randy, and me to Tucson in 2009. We have been married for over 20 years and have learned during this pandemic that someday when we retire, we truly enjoy being together day and night! 😊 While we were unable to have children of our own, we do have surrogates, our rescue dogs! We always adopt a snow dog and a terrier. Currently, those are Zoe, a Siberian Husky from Lucky Huskies Rescue and Molly, an Airedale from Southwest Airedale Rescue. We so love the natural beauty and wildlife of Southern Arizona. Other interests are photography, travel and the arts.
State Bar of Arizona – Admitted 2010, Probate & Trust Law Section
State Bar of Texas – Admitted 1999, Real Estate, Probate and Trust Law Section, Texas Bar College
Juris Doctor - Southern Methodist University School of Law, Dallas, Texas
B.S. Political Science - University of Tulsa, Oklahoma
American Bar Association - Real Property, Probate & Trust Law Section
Arizona Women Lawyers Association
Pima County Bar Association
Southern Arizona Estate Planning Council
Wealth Counsel Member – Multiple Forums
Arizona Foundation for Legal Services & Education - Wills for Heroes Program – Attorney Volunteer
Tucson Festival of Books – Author’s Dinner Committee (former Co-Chair)
Junior League of Tucson – Past President, Past Sustaining Vice President, Co-Chair 2020 Holiday Adopt A Senior at St. Luke’s Home
Greater Tucson Leadership – Class of 2012
Friends of PACC (Pima Animal Care Center) - Fall/Winter 2021 Newsletter Article on Pet Trusts
Daughters of the American Revolution (Two ancestors – 1 military and 1 administrative)
Assistant General Counsel & Compliance Counsel, Mutual Fund Company, Dallas-Ft. Worth, Texas
Special Assistant United States Attorney, Northern & Eastern Districts of Texas
Enforcement Attorney VI, Texas State Securities Board, Dallas, Texas
Corporate Counsel & Director of Regulatory Affairs, Telecom Company, Richardson, Texas