I can serve as a: Trustee • Executor • Agent for Finance •
I can also prepare: Trust/Fiduciary Accounting • Estate Tax Returns • Trust Administration
I do not write Estate Plans, I implement them. Unlike Banks or Trust Companies, I do not sell any financial products.
My duty is to consider your intent first, as it is expressed in your written Estate Plan.
Often family members (who are also beneficiaries) fall into conflict because of their own agenda or their inability to get along with other family members during the long and difficult time required in most end of life circumstances. Having a neutral, trained professional, ready to serve, can help keep your family in harmony.
One of 3 events trigger your Succession plan: Resignation (when you resign as Trustee of your Trust), Incapacity (your Trust document will specify how this is determined), or Death. This is when your Successor Trustee goes to work, fulfilling your plan and following your wishes.
To learn more about me, please visit my website or call me at (562) 270-5586.
| Available Specialties | Request More Quote |
|---|---|
| Business Taxes | Request Quote » |
| Estates And Trusts | Request Quote » |
| Personal Taxes | Request Quote » |
| Gift and Estate Taxation | Request Quote » |
