Sharna Dolan Favuzza

Sharna has built a heart-centered practice and works with many individuals and families who understand the need for careful and skillful planning to protect their assets and care for their families. She understands that “caring for family” has a unique meaning to each client she works with. Sharna is invested in getting to know each client and their family to better understand them and advise on an estate plan.
She focuses on all phases of planning from individual, young families, sandwich generation families who are raising children and caring for elderly parents as well as individuals heading toward retirement. She provides guardianship appointments for minors, trust planning, and tax planning.

Part of her practice focuses on Elder law where she handles planning for Long-Term Care/skilled nursing facilities. She handles both advanced planning and crisis planning for clients with an acute need for Medicaid benefits.
Sharna represents start up and small business from inception to wind up. She understands that personal planning and business planning go hand in hand. She ensures the two pieces work together as intended by the clients. She is a trusted advisor when it comes to incorporation, business succession planning, contracts and employer advising.

Her practice is built on deep relationships with her clients. She has become a trusted advisor because she understands the need to balance the emotional components with the legal ones.

The key to her success is the relationships she has built to work closely with professional partners such as financial, insurance, retirement and tax advisors as the client benefits most from an integrated team approach. Her lengthy experience in real estate and probate have proven to be an invaluable resource in developing customized plans that meet clients’ current goals and provide solutions for the future considering diverse assets, evolving family dynamics or family crisis.

Sharna handles one of the most important, difficult and emotionally charged tasks on anyone’s To Do list. Her goal is to educate her clients and give them peace of mind. By bringing competence and compassion, she has been successful in providing an experience that makes clients feeling fully supported and less anxious about the planning process.