Patricia, I had been avoiding the whole estate planning project for so long and now I know why. I was waiting to find you! You took the fear out of a very cringe-worthy topic. With extraordinary professionalism, you helped me make sense of J’s custody and financial landscape in case of my untimely demise, addressing the uniquely complicated issues I’ve been ignoring for so long. All the while maintaining a warm and genuinely friendly vibe. From our very in-person first meeting, to our pandemic zoom calls, your humor and down-to-earth-edness made me feel relaxed and cared for. Kudos to Traci Hollander for making this connection! Thank you, thank you and thank you! And the pie… talk about classy!
