Financial Decisions
Managing Investments, Bank Accounts, Dealing with Creditors, Forensic Accounting
Professional advocates for you, your aging parents and relatives with special needs. Professional fiduciaries are appointed by individuals in their estate planning documents or by the courts to take on financial and/or health decision-making responsibility. We are trained, licensed and provide services in a cost-effective manner. We can be appointed to one or more of the following roles by estate planning documents or court order:
We can serve an important role in trust and estate planning.
Court supervised or privately engaged solutions for your clients.
We engage experts like you to help us make decisions for our clients.