Samantha Nelson

As the firm's Plan Coordinator, I help clients make sure their assets are coordinated with their estate plan.  Making sure clients' assets are coordinated with their plans is very important.  If proper funding and asset alignment are not done, or done incorrectly, then a client's estate plan might not work as designed and their loved ones might face probate, extra work and costs, potential unnecessary taxes, and just the headache of added stress at the worst time possible - after losing a loved one. It is my job and goal to make sure the process is easy for our clients and the family won’t have any loose ends to clean up down the road!