CO-ORDINATION WITH FAMILY & PROFESSIONALS

CO-ORDINATION WITH FAMILY AND PROFESSIONALS

We like to create an atmosphere that encourages and fosters good relations with family members because we believe that it is both healthy and productive when children can be involved with their parents’ finances, estate plans, and end-of-life wishes. We therefore welcome opportunities to meet and work with our clients’ families whenever we can.

WORKING WITH YOUR PROFESSIONAL TEAM

It is important that we stay informed and remain knowledgeable of our clients’ affairs so that when the time comes, we can be as effective as possible in helping the family, estate attorney, trustee or personal representative settle the estate efficiently.

We consider ourselves to be part of a larger professional team and enjoy working on your behalf with other professionals such as attorneys, insurance agents, real estate agents, CPAs, bankers and valuation analysts.