We are a cost-effective alternative for attorneys and law firms that don’t have a full time estate and trust staff. Our experience in fiduciary accounting, tax compliance for estates and trusts, estate planning and administration and gift tax planning, makes us a valuable resource for your firm.
We can assist you behind the scenes with the estate planning process or serve as a key member of your estate and trust team. We’re available if you encounter a complex estate situation that requires expert tax planning and estate planning strategies. With our guidance and support, we’ll help you ensure your client is well protected.