Statement of Involvement in Estate Planning
I have been actively working with clients on their estate planning for over 20 years. I launched my own RIA after 20 years at Merrill Lynch in order to be a fiduciary for our clients. I have a special interest in assisting the crypto-affluent with estate planning issues surrounding their digital assets and help them bring those assets into their trust titling which is currently very hard to do with providers like Coinbase and represents a massive issue for many people and their estate planning.
