How Our Firm Can Provide Fiduciary Services

It’s an awesome responsibility for a family member to be designated as decision maker. They may lack the necessary expertise and objectivity to succeed and ultimately, they can face adversity from other family members.

An alternate solution is to entrust our firm to serve as your Executor, Trustee or Power of Attorney. (Perhaps I can provide the definitions for each?)

We are here for you so you can feel confident that your personal and financial decisions will be carried out in the most professional, confidential and compassionate manner leading to family harmony.

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