Anna is an estate-planning attorney and works with individuals on estate planning and estate and trust settlement issues. Her decision to establish her own firm stems from a desire to create estate plans that encompass more than just the transfer of tangible assets. Her life experience as a young widow revealed a need to pass on wisdom and values to help those left behind. Her goal is to help her clients express their values and pass those on along with their assets with the lowest expense and tax impact possible.
Anna began her career in tax at the Massachusetts Department of Revenue and Internal Revenue Service. She transitioned to private practice by joining a large regional financial planning firm advising entrepreneurs and business owners in creating tax strategies regarding stock options and estate planning solutions. Subsequently, she was involved as a principal at an early-stage venture capital firm and served as corporate counsel to a business incubator. In 2001 she founded the firm Kirkland Advisors, LLC a registered investment advisor company that provided comprehensive tax, estate, financial and investment planning to individuals. She entered private practice in 2005 and worked with a small south shore law firm advising individuals and small business owners to create estate and business succession plans and small business matters. She frequently offers seminars to non-profits, businesses, and individual groups on various subjects. She has served on numerous non-profit boards of directors and currently serves on the Board of the Agassiz Baldwin Community in Cambridge, Massachusetts.
Anna holds a bachelors degree with a major in economics and minors in French and German from New York University (1991) and a law degree from the New England School of Law (1994). She is a member of the Massachusetts and New York bars.
The core of estate planning stems from the following definition of estate planning: I want to control my property while I’m alive, take care of me and my loved ones if I become disabled, and give what I have to whom I want, the way I want, and when I want, all while assuring my wisdom is transferred along with the rest of my wealth. Furthermore, if I can, I want to save every last tax dollar, professional fee and court cost legally possible.