Sara helps clients decide how to best use and arrange their wealth to strengthen and sustain the people and causes most important to them, working to understand clients’ needs and objectives to create tailored estate planning solutions. Her approach is to listen first, to answer questions, and to empower clients to make confident choices to best serve each client’s unique goals. Her clients are parents, grandparents, friends, business owners, charitable donors, people of faith, collectors, creators, scholars, and everyone in between—thoughtful estate planning helps people at every stage of life, whether your fortune is modest or millions, and Sara works with each client to achieve a personalized, uncomplicated estate planning experience.
Sara also works extensively on probate and trust administration issues, working closely with private and corporate executors and trustees. Her litigation background offers clients perspective on the value of pursuing non-probate options, while her experience in real estate helps clients to achieve seamless transfers of residential and commercial real estate. Sara knows that experiencing the loss of a loved one is often a sad and stressful time, and her aim is always to make a difficult time a little easier by helping clients navigate legal issues with active communication and support.
Sara and her husband Carter live in Mariemont in a house full of kids and one very large, fluffy dog. A graduate of Duke University and the University of Kentucky J. David Rosenberg College of Law, she is well-positioned to have detailed discussions about college basketball. Sara is an avid reader, an enthusiastic traveler, and can frequently be found either cooking a new recipe or working on a home improvement project.