
Meet The Author
The Story Behind The Handbook
With years of experience as a business and estate planning attorney, I’ve helped entrepreneurs, creatives, and families protect their assets, businesses, and legacies. But this handbook wasn’t just born in the courtroom — it was born in my family’s story.
My grandmother did everything “right.” She worked over 40 years, built wealth, and even established a trust. But like the Vanderbilts, her desire to see that legacy last for generations failed in just one transfer. Without the right education, stewardship, and succession planning, everything she hoped to pass down slowly unraveled.
That moment changed the trajectory of my life — and it’s why I wrote The Legal Legacy. This book is the blueprint I wish our family had. Now, I’m sharing the same tools and strategies I use with my clients to help you protect your purpose, your profits, and your peace — for generations to come.

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