Tax Planning is the Foundation to all Financial Planning. It is from this info that all financials decisions should be based. As tax professionals, this is the core of our practice.
Asset Settlement and Distribution
Settling an Estate can take time. Along the way there are many issues to overcome and decisions to make. Let’s us take the guess work out of this process and let us help streamline the process for you.
You have your attorney, maybe a life insurance agent, a CPA or Enrolled Agent, a wealth advisor. Is anyone taking the lead, or are they all doing their individual tasks? This is where we come in. Let’s work with your existing advisors and help you navigate this process.
What We Do…
We help the Probated Estate get through the uncertainty and struggles of the Probate Process. We work with your current Probate team, or become YOUR Probate Team to take on this challenge. We are a resource just a phone call away.
Next Steps…
We are here to help, let us help you today! Call (760) 635-1122