legacy planning

+ speaking

Inspiring families to protect what matters most

As a Certified Legal Document Preparer and founder of Prep + Peony, I share my passion for accessible, compassionate estate planning through workshops and speaking engagements. My goal is to bring a rare blend of professional expertise and heartfelt personal experience to every talk I give, while also breaking down barriers and myths that keep people – parents, families, business owners and individuals – from protecting their futures.

Whether I'm speaking to community groups, professional organizations, business owners or special needs advocates, my message centers on the importance of setting estate planning goals and planning with care and clarity. I draw from my own journey as a business owner and mother of neurodivergent children, offering insight into the real challenges faced and how thoughtful estate planning can bring peace of mind.

Estate and legacy planning talks that inspire action,

Always delivered with care and compassion.

Estate Planning Basics: Making It Simple and Accessible

Special Needs Planning: Protecting Your Loved Ones with Compassion

What Is Legacy Planning? It’s About Protecting the People You Love

Breaking the Myth: Estate Planning Is for Everyone, Not Just the Wealthy

Navigating Invisible Disabilities: Why Careful Planning Matters

Turning Legal Jargon Into Clear, Understandable Language

Protecting Your Business Legacy: Estate Planning Essentials for Entrepreneurs

Interested in learning more about these estate and legacy planning topics? 

See me in Action

My passion and expertise have blessed me with many opportuni on stage and shares her story. These clips offer a glimpse into my approachable style, deep compassion and practical insights that inspire audiences to take charge of their estate planning with confidence and care.

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