I have a diverse background in law, accounting, banking, financial planning, investments and trust administration that enables me to serve my clients in a unique way. I utilize my multi-disciplinary experience to create customized plans that meet my clients needs and goals, while maximiing tax savings and minimizing long terms costs.
I advise clients on a wide variety of tax, estate planning, retirement and philanthropic issues and I provide family office, trust and estate administration services.
I like working directly with clients to help them achieve their goals and objectives.
I can't imagine having a more perfect experience. Helpful, competent, efficient, and expert beyond my wildest hope. I would use this firm and lawyer again in a heartbeat and recommend her to all I know.
Pleasant ,professional,and thorough
Competent, personable, thorough, complete, knowledgeable, reasonable in cost, and beyond my wildest expectations for professional and personalized service. This firm does everything it should and more. I will use Dawn Dale again in a heartbeat and recommend her to all.