Based on 4 reviews
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Posted by Michael, a Estate Planning client,
Kristin provided valuable advice in developing my estate plan. She had creative ideas to help me analyze choices to protect my wealth and to address my long-term concerns to protect my family and assets.
She also helped me revise the structure of my business and continues to help me as my business grows. I plan to continue seeking Kristin's advice to address both my estate planning and business needs.
Posted by a Trusts client,
Kristin provided the reasons for having a Trust in place vice just having a Will. I was not aware of all the aspects of state policies and how they could affect the transfer of title and ownership of my properties. Kristin was able to provide, in my case, clear examples of what "could happen" if I and/or my wife were to die.
Posted by Lillian, a Real Estate client,
Kristin helped me when I was involved in selling real property by giving me different options and informing me tax consequences of each option. She helped me analyze the income tax and gift tax effects of various options. Kristin was generous with her advice and helped make complex concepts easy for me to understand. I would recommend Kristin to anyone in-depth on business and tax advice.
Posted by JM, a Business client,
Provided me with a review and consulting on a contract consulting job – to create the initial bid, to agree on the contract, and to negotiate an exit and maximize payment.
Knowledge: She was able to answer every question that came up for me.
She helped me capture a realistic rate of pay by providing advice on negotiations. She provided guidance in understanding the legal and tax implications of alternative options for my employment contract. She reviewed my employment contract and Non-disclosure agreement, and clarified potential risks, strategies, and negotiation options.
Provided a balance of efficiency, and willingness to go more in-depth and empathize when I requested it. Normally, Kristin helped me keep my costs down by providing focused, bottom-line advice, including a concise overview of my options. However, when I contacted her with a decision that was emotionally challenging to me, she was able to empathize with me, and I must say, she thereby made it easier for me to feel more peaceful about what was bothering me, and free my creativity to focus on making the most prudent business decision.