The mission of Estate Planning with PBD is simple.
We strive to ensure that you:
1) understand why estate planning is important for anyone over the age of 18 that has at least one worldly possession;
2) appreciate that a will is just one of multiple estate-planning tools;
3) recognize which estate planning tools make the most sense for your lifestyle;
4) are knowledgeable about the benefits of each tool such as limiting estate tax; and
5) receive a tailored estate plan that reflects your desires for your assets and loved ones
Patricia has counseled hundreds of clients through high stakes legal decisions. Clients regard her as dependable, responsible, clear, and direct. Patricia decided to open an estate planning practice after personally noticing how few people, regardless of wealth, had adequate estates plans when they started families, grown successful careers and businesses, or passed away. This was especially true for people of color.
Patricia decided to demystify the concept of wills, trusts, power of attorneys and created PBD Legal, PLLC with that goal in mind. Patricia helps clients create contingency plans for their assets, possessions, and loved ones and works with her clients to update as life changes over the years. When life happens, those plans take effect making for a streamlined decision-making process for everyone involved.
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