Sheila works with clients to help them preserve and protect their wealth – and plan for its stewardship in the future. She takes the time to understand each client’s unique circumstances and goals. She then works compassionately and creatively with clients to devise personalized estate plans that are tailored to their needs and save taxes.
Sheila regularly lectures on estate planning and charitable giving topics. She is a co-author of the chapter on revocable trusts in Eckhardt’s Workbook for Wisconsin Estate Planners, an estate-planning guide for Wisconsin lawyers.