Dave approaches estate planning as a puzzle in which the client’s personal, financial, and tax goals must fit together in a comprehensive plan. In order to fit these pieces together, Dave prioritizes client communication and open discussions about goals and concerns. Only after a complete understanding of a client’s priorities can a plan truly come together.
Dave believes a well-crafted estate plan is understandable, easily implemented, and cares for the client’s beneficiaries, whether they be family, friends, pets or charities. With experience in estate administration, trust administration, and business transitions, Dave crafts estate plans with an eye towards smooth implementation. With his prior experience as a litigator and insurance coverage attorney, Dave understands the need for a client’s plan to anticipate and mitigate potential disputes.