Farris Partner, Andrea Frisby, recently joined Nairika Varza, Vice President, Tax and Estate Planner at TD Wealth, to present to TD Wealth and their clients on ‘Estate Planning Fundamentals and Five Must-Have Conversations’. The session provided attendees with practical insights into the core elements of estate planning and highlighted key discussions every individual and family should consider as part of their planning process.
Andrea is a Partner in the firm’s Private Wealth Group. Her practice focuses on assisting clients with sophisticated estate and trust planning and administration. She provides succession planning advice and works with clients to craft trust documents, wills and testamentary instruments, powers of attorney, and representation agreements tailored to their unique needs.
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