CEDAR COUNSEL
https://www.cedarcounsel.com/
Areas of Focus: Kids Protection Planning, Life and Legacy Planning
Licensed States: Maryland, District of Columbia
The values that families pass from one generation to the next shape our world, for better or worse. That’s why I’ve dedicated my career to supporting families, in all of their beauty and complexity.
I began my legal career as a healthcare associate at a large international law firm in Washington, DC serving Fortune 500 clients, while protecting children in foster care through my robust pro bono practice. In partnership with several mission-driven organizations, including CASA, the Children’s Defense Fund, and the Children’s Law Center, I worked to mitigate the radical ramifications, for individuals and society as a whole, that accompany family collapse. I was also honored to serve in then Vice President Joe Biden’s domestic policy office, where I worked to overcome the systemic inequalities that prohibit many families from passing on meaningful legacies.
These experiences led me to establish Cedar Counsel – a firm committed to helping all types of families prune habits that have not served them; promote resilience and compassion; and preserve their values, both tangible and intangible, for future generations through thoughtful life and legacy planning.
As an attorney and business owner, the mother of young daughters, and the wife of a medical professional, I understand the critical importance of planning for the unknown. And I am passionate about educating and empowering my clients to make wise decisions for themselves and their loved ones.
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.
Complete the form below to reach out and schedule your 15-minute discovery call.