Divorce & Estate Advisory

Guidance for major life transitions involving housing, legacy, and family protection.

Major life transitions often bring important questions surrounding housing, finances, insurance, and protecting the people you love. Whether navigating divorce, planning your legacy, managing risk, or preparing for the future, I help families make more informed decisions regarding homeownership, home equity, insurance considerations, trusts, beneficiaries, and housing wealth—while collaborating with attorneys, financial advisors, insurance professionals, and tax specialists when specialized guidance is needed.

Topics We Help Families Navigate

• Divorce planning considerations
• Housing decisions before, during, and after divorce
• Mortgage and home equity questions during family transitions
• Estate planning education and awareness
• Trust and beneficiary conversations
• Housing wealth and legacy planning
• When to involve attorneys, financial advisors, and tax professionals