Charity has been a trusted advisor to business owners and their families, and to business leaders, since 2003. A tax and estate planning attorney by background, she advises clients on matters related to tax, estate planning, trust design, business entity formation, business succession, and family dynamics.
She has authored published editorial materials on various topics of tax law and is a regular speaker and contributor to articles on matters related to wealth planning and taxation. She has been featured in Money Magazine, Business Insider, the Los Angeles Times, and CBS News.