If you’re concerned with these specialized service areas, you are probably experiencing some significant changes in life. Each one requires the coordinated action of multiple professionals. Our role is to help manage the engagement of your attorney, CPA and other advisors to help you complete the process and make sure that your assets are titled or retitled in accordance with the legal documents.

We have extensive experience in these areas and we work with some excellent legal and accounting professionals.If you have concerns with an inheritance, trust or estate planning related issues, let’s get to work on your plan!