Services
Video meeting . 15 mins
Priority DM . 2 days reply
Video meeting . 30 mins
Video meeting . 30 mins
Priority DM . 2 days reply
Video meeting . 30 mins
Video meeting . 30 mins
About me
Jodi began her career developing the knowledge and skill to assist others with estate planning and administration. Eventually, that lead to helping clients with their personal charitable goals. Jodi advises clients in all phases of forming, managing and terminating charitable organizations, including public charities, private foundations and private operating foundations. She also provides advice to high-net-worth individuals and families related to their pre-marital, trust and estate planning, including related tax planning and administration needs.