Contrary to popular belief, you don’t have to wait until retirement or have millions of dollars in assets to start an estate plan. Myths like these are the reason ⅔ of U.S. households don’t have an estate strategy despite agreeing that having one is extremely important.
Estate planning seems to be a lot like eating our vegetables or working out. We know we should and we know we will feel so much better once we do, but sometimes, it’s just hard to get started!
A complete estate plan protects you right now and after your passing. Plus, it ensures the people you love will get what they need for a successful future while avoiding legal battles.
You worked hard to build your wealth — I’ll help you protect your legacy.
Is your legacy protected?
FOUNDER OF ESTATEWISE ADVISORY | LL. M. IN TAXATION | MOM | FOUNDER OF ESTATEWISE ADVISORY | LL. M. IN TAXATION | MOM | FOUNDER OF ESTATEWISE ADVISORY | LL. M. IN TAXATION | MOM | FOUNDER OF ESTATEWISE ADVISORY | LL. M. IN TAXATION | MOM | FOUNDER OF ESTATEWISE ADVISORY | LL. M. IN TAXATION | MOM |
I work with individuals and families at all stages of life, so they're protected no matter what life brings.
I first became fascinated by the complexities of tax law during an internship at the NCAA’s legislative affairs office in DC. This led me to sign up for Marty Ginsburg’s tax class (Yes, Justice Ginsburg’s husband!). His enthusiasm for the subject matter quickly turned that fascination into a full-blown love affair and I haven’t looked back since.
Meet your attorney (and supporter) for life
Jennifer Taddeo
Think of me as a close family friend
(who happens to be a world-class estate attorney)
With over 20 years of experience in estate planning (and having a family of my own), I understand how overwhelming estate planning can feel. After all, most people don’t think of death and dying and wills and trusts as polite dinner conversation starters.
I’ll help create a comfortable environment for you and your loved ones to engage with some of life’s most challenging topics so you can make some of life’s most important decisions.
By getting to know your family, your legacy wishes, and your concerns, I tailor the estate planning experience to you. My promise is that after our time together, you’ll feel empowered by the progress you’re making and confident in your estate's future.
My estate planning services are for any person or family who wants to
Take initiative in protecting their assets
Have peace of mind knowing their future is protected
Set their family up for generational success
Be prepared in the case of an emergency
Be guided in the right direction for their unique situation
“Estate planning made easy.”
My wife and I had put off doing any estate planning for a long time. In fact, it was the only open item in our financial plan. Part of the issue was that my wife and I were being a bit irrational and just wanted to avoid the topic. Jenn made the process easy and painless, and a little fun. My wife, Jenn, and I laughed our way through the process.
Jenn's pre-first meeting checklist and final meeting "flowchart" made us feel extremely comfortable that everything that was supposed to be covered was and that we understood all the contingencies.
- Greg D.
client wins
“Estate planning made easy.”
My wife and I had put off doing any estate planning for a long time. In fact, it was the only open item in our financial plan. Part of the issue was that my wife and I were being a bit irrational and just wanted to avoid the topic. Jenn made the process easy and painless, and a little fun. My wife, Jenn, and I laughed our way through the process.
Jenn's pre-first meeting checklist and final meeting "flowchart" made us feel extremely comfortable that everything that was supposed to be covered was and that we understood all the contingencies.
- Greg D.
client wins
Dynamic estate planning services for dynamic families
Building long-term relationships is at the heart of my business. I’ll get to know you and your family to help resolve any unanswered questions about your estate plan — so you can spend less time stressed out about the unknown and more time enjoying the here and now.
coming soon!
Full-Service Estate Planning
Whether you’re starting from square one or in need of an overhaul to an existing plan, this full-service option has you covered. My focus is on guiding you through an educational and personalized process that allows us to take a deep dive into your unique situation.
The Estatewise Full-Protection Membership
This annual membership is perfect for families committed to keeping their estate plans up-to-date and who realize that a little upkeep goes a long way in safeguarding against life’s unexpected developments.
