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D’Marie is a tax principal with experience in all areas of U.S. Federal and New York State taxation. While specializing in performing tax services for individuals, trusts, and estates, she also provides tax services to commercial businesses, real estate-related businesses, privately held businesses, and private foundations.
Evangel University, Bachelor of Business Administration in Accounting and Management
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
Leadership Genesee, Graduate
Genesee Symphony Orchestra, former Treasurer
D’Marie moved to Buffalo in 1996 from Wisconsin; however, she is still a diehard Green Bay Packers fan. When it is not tax season, D’Marie enjoys traveling to different parts of the country and exploring all it has to offer, including the National Parks.
Beneficiary designations can override your will or trust, potentially disrupting your estate plan and causing unintended consequences. By naming both primary and contingent beneficiaries, updating them as life changes, and considering government benefit implications, you can ensure your assets are distributed according to your wishes and avoid unnecessary legal or financial complications.
A quiet trust, also known as a silent trust, is an estate planning tool that keeps beneficiaries unaware of the trust’s existence until a specified age or milestone. While it can preserve motivation and protect heirs from external pressures, it may also lead to missed opportunities or resentment. For some families, an incentive trust, which rewards responsible behavior may offer a more balanced approach.
POD and TOD accounts offer a fast and simple way to transfer assets directly to beneficiaries, bypassing probate. However, they can unintentionally override your will, create unequal distributions, and lack flexibility for more complex estate planning needs.
Enter to win two tickets to a Sabres home game for the 2025-2026 season!
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Enter to win two tickets to a Sabres home game for the 2025-2026 season!
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