Maria advises clients and their families on all aspects of estate and trust-related matters, leveraging her experience to craft personalized strategies that align with their financial goals and values. She focuses on creating and implementing tax-efficient plans that not only maximize wealth preservation and transfer but also take into account current tax laws and potential future changes. Maria’s holistic approach considers various assets, such as real estate, business interests, investment portfolios, and valuable possessions, to ensure a comprehensive estate plan.

In addition to her work with individual clients, Maria’s practice extends to advising family offices and private trust companies. She assists these entities in establishing and maintaining effective governance structures, navigating complex beneficiary relations, and ensuring strict regulatory compliance. Her deep understanding of the intricate legal and financial landscape surrounding trusts and estates allows her to provide strategic guidance that supports long-term sustainability and success for these organizations.

Overall, Maria’s dedication to her clients’ financial well-being and her focus on delivering tailored solutions make her a trusted advisor in the field of estate and trust planning.