Kelley A. Duggan

For over a decade I have had the privilege of being trusted to create estate plans that reflect specific goals and values my clients have worked a lifetime to create. Whether your focus is on charitable giving, tax optimization, or ensuring the well-being of your loved ones, I am here to provide guidance and support every step of the way.

With extensive experience in estate planning, including charitable gift planning, tax-exempt entity establishment, and navigating complex tax laws, I bring a wealth of knowledge to the table. From drafting wills and trusts to offering counsel on lifetime and post-mortem tax planning strategies, I am equipped to address all aspects of your estate planning needs.

Moreover, my dedication extends beyond client work to include active involvement with nonprofit organizations, where I share insights on how charitable giving can serve as a tax-efficient strategy. I am deeply passionate about helping individuals like yourself make informed decisions that align with both your financial objectives and philanthropic values.

On a personal note, outside of my professional endeavors, I find joy in spending time with my daughter, who continually inspires me with her boundless curiosity and zest for life.

I would be honored to have the opportunity to partner with you in safeguarding your legacy.