Protecting your wealth in taxing times.

As an attorney and Certified Financial Planner™ with over 10 years of experience in private client services, I specialize in helping affluent families and business owners achieve their financial goals through estate planning, wealth transfer planning, and business succession planning. My expertise in private client trust and estate planning, asset protection planning, and tax-efficient investing, as well as business succession and legacy planning, enables me to provide tailored solutions that address the unique needs of each family.

What sets me apart is my multi-perspective approach to estate and legacy planning, which draws on my background in pastoral psychology, mediation, and coaching. This unique perspective allows me to offer customized solutions that take into account both the financial and personal aspects of estate planning within the context of family wealth.

In addition to my practice, I'm a sought-after speaker on topics related to family wealth, estate planning, and exit planning for business owners. If you're interested in booking me for a speaking engagement or discussing potential business collaborations, please email me at mrapps@rappslaw.com.

Disclaimer: Please note that any ideas or information shared online are for discussion and educational purposes only. They are not, nor are they intended to be, legal, tax, or financial advice. Please consult a professional licensed in your jurisdiction and familiar with your circumstances for advice regarding your individual situation.