About Mary

Complex trusts and estates support

Mary Saunders counsels on estate planning matters for clients ranging from moderate to high-net-worth and provides complex planning solutions to fit the specific needs of each client. Her experience includes:

  • Revocable and irrevocable trusts
  • Joint trusts
  • Business succession planning
  • Estate and income tax planning
  • Charitable planning

With a focus on getting to know each client and their unique family dynamic, Mary offers customized planning that aims to achieve client objectives while minimizing tax liabilities.

Education

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