Going back about three decades, I’ve provided practical, useable tax & estate knowledge and support to my own clients, and to the financial advisors and clients of firms with which I have worked.
With qualifications and experience in trust & estate law, personal & small business tax, insurance & investments and financial planning, I help people identify issues, decide what’s relevant and sort out priorities. While being technically capable, I’m as much known for my ability to communicate complex material in plain language.
Beyond the innumerable face-to-face consultations, there have been literally thousands of public speaking engagements – with groups of 5 to 50 to 500 – and article contributions and interviews in paper, radio, television and online media, from local to national in reach.
In all, the greatest satisfaction comes when people say, “he actually speaks English when he speaks law.”