Lana has a passion for helping clients navigate the complexities of tax and provide multiple tax strategies to choose from. With a primary focus on estate and trust tax work, Lana brings a wealth of knowledge and expertise to her clients, ensuring their financial legacies are well-protected and optimized.  Lana shares ways to reduce taxable income during the probate and trust administration.    Her dedication to her clients and her field is evident in the meticulous care and attention she brings to every engagement.

In addition to her specialization in estate and trust taxation, Lana enjoys working closely with clients on retirement planning, helping them achieve their long-term financial goals and to secure a comfortable future. For example, she helped a client solidify their retirement plans and lessen overall tax liability. Lana’s role here included comprehensive reviews of Social Security strategies, different sources of income and their timing; and how investment income would impact the tax bracket.

Outside of her professional life, Lana is known for entertaining her guests and spending time with family and friends.