Maggie provides comprehensive guidance to individuals and families, offering counsel in both the intricate tax and nontax facets of estate planning. She skillfully navigates clients through the ever-evolving landscape of tax regulations, strategically evaluating risks and devising effective strategies to address them. Employing a range of practical estate planning techniques, Maggie works to minimize tax liabilities while preserving her clients' nontax objectives. Understanding the significance of empowering her clients, Maggie goes the extra mile to educate them about available options, equipping them with the knowledge and resources to feel assured in their estate plans.
In addition, Maggie represents personal representatives (executors and administrators), trustees, and beneficiaries in estate and trust administrations. With the right blend of clarity and genuine compassion, she advises her clients throughout these detailed processes, fully understanding the emotional weight that frequently accompanies such circumstances.
Honors and Recognitions
Admissions
Education