Inheritance Services

We are Blessed with the Unique Perspective of Advising Successful Families on the Transition of Their Wealth from One Generation to the Next.

What Many Families Only Experience Once in Their Lifetime, We Experience Regularly.

Family, Wealth, Mortality, Taxes: Special Handling Required!

We are Intimately Involved & Understand All Facets & Considerations. We Provide Guidance & Services, Including:

Your Family Briefcase 
We Build, Compile & Update Your Family Briefcase. This Contains a File Folder and File Copies of All Accounts, Tax Returns, Trust Documents, Social Security, Banking, Real-Estate, Insurance Policies, Charitable Intents, Memorial Arrangements, Family Promissory Notes and All Financial Correspondences. Trust Account Investment Management Establishing Beneficiary IRA Accounts Trustee Support & File Papering Life Insurance Claim Support Estate Attorney Integration CPA Integration

Serving Successful Families Since 1990